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
$170M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$2.96M
3
+$2.83M
4
EA icon
Electronic Arts
EA
+$2.28M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.14M

Top Sells

1
+$8.64M
2
+$2.04M
3
+$1.96M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.81M
5
DAR icon
Darling Ingredients
DAR
+$1.74M

Sector Composition

1 Technology 11.63%
2 Healthcare 8.35%
3 Financials 6.05%
4 Industrials 6.02%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.77M 1.04%
14,799
+36
52
$1.72M 1.01%
10,276
-56
53
$1.72M 1.01%
20,882
-798
54
$1.63M 0.96%
+8,500
55
$1.61M 0.94%
+7,764
56
$1.6M 0.94%
+53,576
57
$1.57M 0.92%
+13,952
58
$1.56M 0.92%
17,112
+2,380
59
$1.36M 0.8%
+16,861
60
$1.34M 0.79%
93,029
+4,496
61
$1.28M 0.76%
77,867
+2,604
62
$1.25M 0.74%
77,206
+4,646
63
$1.22M 0.72%
+100,562
64
$1.2M 0.7%
7,648
-11,573
65
$1.11M 0.65%
+9,441
66
$1.09M 0.64%
119,474
+10,864
67
$1.03M 0.61%
+17,881
68
$953K 0.56%
36,518
+2,039
69
$640K 0.38%
4,640
+1,900
70
$535K 0.31%
2
71
$488K 0.29%
4,791
+30
72
$481K 0.28%
9,696
+45
73
$439K 0.26%
4,813
+59
74
$370K 0.22%
12,051
-33,513
75
$350K 0.21%
89,000
1 2
3
4