MCM

Monument Capital Management Portfolio holdings

AUM $400M
1-Year Est. Return 28.28%
This Quarter Est. Return
1 Year Est. Return
+28.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$7.24M
3
+$5.31M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.12M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.96M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.3%
2 Financials 13.28%
3 Technology 11.22%
4 Healthcare 7.26%
5 Consumer Staples 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 1.01%
+35,989
52
$1.29M 0.91%
+64,991
53
$1.27M 0.9%
+92,690
54
$1.26M 0.89%
+56,951
55
$1.25M 0.88%
+92,427
56
$1.24M 0.87%
+78,818
57
$1.23M 0.87%
+80,614
58
$547K 0.39%
+119,050
59
$536K 0.38%
+5,844
60
$371K 0.26%
+8,780
61
$297K 0.21%
+1
62
$222K 0.16%
+7,533
63
$192K 0.14%
+9,129
64
$183K 0.13%
+8,713
65
$162K 0.11%
+7,614
66
$156K 0.11%
+6,228
67
$150K 0.11%
+6,121
68
$148K 0.1%
+5,936
69
$148K 0.1%
+7,040
70
$142K 0.1%
+5,853
71
$72K 0.05%
+1,856
72
$71K 0.05%
+514
73
$71K 0.05%
+470
74
$67K 0.05%
+2,049
75
$57K 0.04%
+2,256
1 2
3
4 5