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
$178M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.68M
3
+$1.33M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.06M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$410K

Top Sells

1
+$1.09M
2
+$57K
3
+$57K
4
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$56K
5
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
+$56K

Sector Composition

1 Financials 14.31%
2 Industrials 14.15%
3 Technology 9.14%
4 Healthcare 8.03%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 1.03%
13,697
+1,886
52
$1.7M 0.96%
89,207
+11,608
53
$1.53M 0.86%
51,955
+35,837
54
$1.28M 0.72%
15,327
+439
55
$1.25M 0.7%
32,535
+452
56
$1.25M 0.7%
61,182
+1,451
57
$1.25M 0.7%
72,472
+1,513
58
$1.21M 0.68%
54,546
+1,001
59
$1.18M 0.66%
87,312
+1,474
60
$1.15M 0.65%
87,355
+1,725
61
$806K 0.45%
8,005
62
$799K 0.45%
8,020
63
$797K 0.45%
16,345
64
$762K 0.43%
129,000
+9,950
65
$651K 0.37%
94,500
66
$640K 0.36%
2
+1
67
$532K 0.3%
9,436
+56
68
$385K 0.22%
3,650
+7
69
$385K 0.22%
4,934
+7
70
$366K 0.21%
4,194
+3
71
$354K 0.2%
8,805
+10
72
$339K 0.19%
+6,535
73
$339K 0.19%
+3,066
74
$339K 0.19%
+4,075
75
$339K 0.19%
+6,829
1 2
3
4 5