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
$144M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.26M
3
+$2.98M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$2.21M
5
PRU icon
Prudential Financial
PRU
+$1.72M

Top Sells

1
+$3.88M
2
+$3.74M
3
+$3.64M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.63M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$3.55M

Sector Composition

1 Financials 15.78%
2 Industrials 13.98%
3 Technology 8.06%
4 Healthcare 7.77%
5 Utilities 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 1.04%
11,811
-626
52
$1.22M 0.85%
32,083
-3,919
53
$1.17M 0.81%
85,630
-9,306
54
$1.17M 0.81%
70,959
-8,922
55
$1.17M 0.81%
85,838
-9,316
56
$1.16M 0.81%
14,888
-7,211
57
$1.1M 0.76%
53,545
-5,533
58
$1.09M 0.76%
75,594
-7,603
59
$1.07M 0.74%
59,731
-6,221
60
$800K 0.55%
+8,020
61
$797K 0.55%
+16,345
62
$797K 0.55%
+8,005
63
$561K 0.39%
94,500
+15,000
64
$476K 0.33%
+16,118
65
$465K 0.32%
119,050
66
$434K 0.3%
9,380
-112
67
$387K 0.27%
+3,643
68
$385K 0.27%
+4,927
69
$350K 0.24%
+4,191
70
$343K 0.24%
8,795
+8,270
71
$282K 0.2%
1
72
$213K 0.15%
7,550
+9
73
$188K 0.13%
8,919
+321
74
$175K 0.12%
8,282
-1,348
75
$174K 0.12%
8,288
-1,373
1 2
3
4 5