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
$186M
AUM Growth
+$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$2.1M
3
+$1.87M
4
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.86M
5
AMGN icon
Amgen
AMGN
+$1.57M

Top Sells

1
+$2.28M
2
+$2M
3
+$1.89M
4
HUM icon
Humana
HUM
+$1.65M
5
WDFC icon
WD-40
WDFC
+$1.42M

Sector Composition

1 Financials 11.42%
2 Technology 9.43%
3 Industrials 8.63%
4 Healthcare 8.07%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 1%
+69,655
52
$1.7M 0.92%
21,145
+8,437
53
$1.67M 0.9%
15,103
+64
54
$1.57M 0.85%
+8,430
55
$1.35M 0.73%
32,754
-437
56
$1.35M 0.73%
74,901
+864
57
$1.29M 0.69%
+20,053
58
$1.26M 0.68%
90,604
+1,407
59
$1.26M 0.68%
23,571
+7,993
60
$1.26M 0.68%
64,243
+1,261
61
$1.25M 0.68%
24,662
+8,416
62
$1.25M 0.67%
14,717
+4,987
63
$1.24M 0.67%
11,199
+3,866
64
$1.24M 0.67%
20,347
+6,899
65
$1.23M 0.67%
24,484
+8,334
66
$1.19M 0.64%
83,605
+2,805
67
$1.16M 0.63%
59,231
+2,088
68
$1.16M 0.62%
6,649
+3,019
69
$1.12M 0.6%
+8,624
70
$1.06M 0.57%
11,583
-12,094
71
$1.02M 0.55%
19,160
-2,554
72
$866K 0.47%
17,226
+9,312
73
$862K 0.46%
17,147
+9,386
74
$752K 0.41%
119,000
75
$644K 0.35%
2
1 2
3
4