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
$216M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.55M
3
+$3.93M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.1M
5
CVS icon
CVS Health
CVS
+$2.15M

Top Sells

1
+$3.83M
2
+$2.78M
3
+$2.03M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.63M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.44M

Sector Composition

1 Technology 9.05%
2 Consumer Staples 8.79%
3 Industrials 8.52%
4 Consumer Discretionary 8.17%
5 Healthcare 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.27M 1.05%
45,321
-629
52
$2.22M 1.03%
16,474
+302
53
$2.19M 1.01%
9,548
+743
54
$2.15M 1%
+31,530
55
$2.15M 0.99%
5,604
+314
56
$2.12M 0.98%
22,068
+2,262
57
$2.01M 0.93%
14,460
-1,240
58
$1.95M 0.9%
141,741
+40,674
59
$1.91M 0.88%
62,980
-735
60
$1.69M 0.78%
38,096
-9,901
61
$1.68M 0.78%
39,025
-8,574
62
$1.68M 0.78%
33,417
-4,420
63
$1.65M 0.76%
8,181
-1,241
64
$1.65M 0.76%
11,665
-14,362
65
$1.52M 0.7%
11,592
-1,713
66
$1.48M 0.68%
7,590
+169
67
$1.27M 0.59%
7,963
-228
68
$1.26M 0.58%
26,092
-570
69
$938K 0.43%
5,760
-80
70
$933K 0.43%
24,224
+1,535
71
$877K 0.41%
14,550
-558
72
$793K 0.37%
+7,397
73
$719K 0.33%
+9,385
74
$696K 0.32%
2
75
$673K 0.31%
22,835
-4,366
1 2
3
4