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
$176M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$455K
3
+$395K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$390K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$225K

Top Sells

1
+$1.09M
2
+$358K
3
+$324K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$301K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$292K

Sector Composition

1 Healthcare 11.19%
2 Financials 11.03%
3 Technology 9.15%
4 Industrials 6.45%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 1.06%
101,102
+2,644
52
$1.65M 0.94%
6,188
-125
53
$1.56M 0.89%
15,039
-300
54
$1.42M 0.81%
8,382
+101
55
$1.27M 0.72%
74,037
-1,893
56
$1.26M 0.72%
62,982
-1,979
57
$1.24M 0.7%
33,191
-1,074
58
$1.21M 0.69%
89,197
-2,974
59
$1.18M 0.67%
92,322
-1,474
60
$1.17M 0.67%
57,143
-1,277
61
$1.15M 0.65%
80,800
-1,110
62
$1.13M 0.64%
21,714
-6,239
63
$1.01M 0.58%
12,708
+5,718
64
$823K 0.47%
15,578
+3,671
65
$820K 0.47%
16,246
+3,810
66
$818K 0.47%
9,730
+2,334
67
$813K 0.46%
13,448
+3,169
68
$812K 0.46%
16,150
+3,904
69
$811K 0.46%
7,333
+1,770
70
$750K 0.43%
119,000
-10,000
71
$704K 0.4%
23,651
-9,824
72
$605K 0.34%
3,630
73
$602K 0.34%
2
-1
74
$568K 0.32%
94,500
75
$467K 0.27%
9,475
1 2
3
4