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
$190M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$2.53M
3
+$2.46M
4
PWR icon
Quanta Services
PWR
+$2.38M
5
DG icon
Dollar General
DG
+$2.35M

Top Sells

1
+$2.54M
2
+$2.48M
3
+$2.42M
4
FI icon
Fiserv
FI
+$2.33M
5
SO icon
Southern Company
SO
+$2.29M

Sector Composition

1 Consumer Discretionary 9.84%
2 Consumer Staples 9.81%
3 Technology 9.43%
4 Industrials 8.55%
5 Healthcare 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 1.06%
9,110
+1,346
52
$1.99M 1.05%
45,950
-8,068
53
$1.98M 1.04%
+9,422
54
$1.98M 1.04%
+47,997
55
$1.97M 1.04%
+37,837
56
$1.97M 1.04%
93,280
-16,230
57
$1.95M 1.03%
+15,203
58
$1.88M 0.99%
15,923
+1,971
59
$1.82M 0.96%
63,715
-7,830
60
$1.71M 0.9%
+13,305
61
$1.63M 0.86%
+43,995
62
$1.61M 0.85%
19,806
+2,945
63
$1.44M 0.76%
18,164
-2,718
64
$1.36M 0.72%
8,191
-2,085
65
$1.26M 0.67%
7,421
-227
66
$1.23M 0.65%
101,067
+505
67
$1.17M 0.61%
+26,662
68
$919K 0.48%
5,840
+1,200
69
$889K 0.47%
15,108
-2,773
70
$827K 0.44%
+22,689
71
$729K 0.38%
27,201
-9,317
72
$640K 0.34%
2
73
$492K 0.26%
4,815
+24
74
$484K 0.26%
9,734
+38
75
$456K 0.24%
4,866
+53
1 2
3
4 5