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
$184M
AUM Growth
-$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.08M
3
+$1.04M
4
IRM icon
Iron Mountain
IRM
+$940K
5
MSFT icon
Microsoft
MSFT
+$346K

Top Sells

1
+$1.55M
2
+$1.29M
3
+$1.02M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$927K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$862K

Sector Composition

1 Financials 11.44%
2 Technology 10%
3 Industrials 8.5%
4 Healthcare 7.6%
5 Consumer Staples 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.96%
19,624
-2,603
52
$1.75M 0.95%
24,804
-2,393
53
$1.72M 0.93%
90,056
-4,676
54
$1.59M 0.86%
8,226
-204
55
$1.42M 0.77%
32,944
+190
56
$1.41M 0.76%
75,544
+643
57
$1.36M 0.74%
65,077
+834
58
$1.29M 0.7%
24,042
+471
59
$1.29M 0.7%
25,146
+484
60
$1.27M 0.69%
15,026
+309
61
$1.27M 0.69%
15,691
-5,454
62
$1.27M 0.69%
20,779
+432
63
$1.27M 0.69%
11,445
+246
64
$1.26M 0.69%
25,038
+554
65
$1.26M 0.68%
92,612
+2,008
66
$1.25M 0.68%
8,987
+363
67
$1.22M 0.66%
60,923
+1,692
68
$1.17M 0.63%
86,017
+2,412
69
$1.16M 0.63%
6,649
70
$1.08M 0.59%
+6,712
71
$1.04M 0.57%
+3,828
72
$940K 0.51%
+29,021
73
$881K 0.48%
17,448
+222
74
$839K 0.46%
14,976
+5,224
75
$624K 0.34%
2
1 2
3
4