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
$139M
AUM Growth
-$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$192K
2
+$189K
3
+$186K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$184K
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$183K

Top Sells

1
+$4.5M
2
+$2.42M
3
+$2.39M
4
LYB icon
LyondellBasell Industries
LYB
+$2.35M
5
OSK icon
Oshkosh
OSK
+$2.34M

Sector Composition

1 Technology 11.97%
2 Healthcare 9.64%
3 Financials 8.3%
4 Consumer Staples 7.27%
5 Utilities 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 1.12%
21,680
+972
52
$1.49M 1.07%
10,332
+1,117
53
$1.4M 1.01%
45,564
-15,750
54
$1.05M 0.75%
75,263
+9,708
55
$954K 0.69%
88,533
+12,504
56
$937K 0.67%
14,732
+376
57
$895K 0.64%
72,560
+14,047
58
$821K 0.59%
34,479
+5,295
59
$791K 0.57%
38,561
+5,436
60
$771K 0.55%
113,442
+19,139
61
$679K 0.49%
108,610
+21,465
62
$544K 0.39%
2
63
$471K 0.34%
4,761
+35
64
$465K 0.33%
9,651
+36
65
$408K 0.29%
4,754
+57
66
$344K 0.25%
89,000
-10,000
67
$267K 0.19%
2,740
+240
68
– –
-28,269
69
– –
-2,160
70
– –
-7,976
71
– –
-3,848
72
– –
-27,804
73
– –
-21,907
74
– –
-24,762
75
– –
-1,157
1 2
3
4