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
$249M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$6.45M
3
+$6.17M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$3.64M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.47M

Top Sells

1
+$4.21M
2
+$2.91M
3
+$2.67M
4
V icon
Visa
V
+$2.58M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.53M

Sector Composition

1 Industrials 14.75%
2 Consumer Discretionary 8.46%
3 Consumer Staples 6.63%
4 Technology 5.84%
5 Financials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.23M 0.89%
42,516
+3,491
52
$2.22M 0.89%
28,187
+217
53
$2.21M 0.89%
36,090
+2,673
54
$2.19M 0.88%
135,049
-6,692
55
$2.19M 0.88%
15,128
+3,536
56
$2.17M 0.87%
16,024
-1,637
57
$2.16M 0.87%
+24,114
58
$2.12M 0.85%
10,437
-978
59
$2.06M 0.83%
13,569
-974
60
$2.06M 0.82%
10,660
+2,479
61
$1.99M 0.8%
14,656
+196
62
$1.98M 0.8%
62,795
-185
63
$1.9M 0.76%
5,157
-447
64
$1.67M 0.67%
43,524
+19,300
65
$1.51M 0.61%
7,309
-281
66
$1.34M 0.54%
7,774
-189
67
$1.31M 0.52%
24,929
-1,163
68
$1.2M 0.48%
7,740
+1,980
69
$921K 0.37%
24,895
+2,060
70
$848K 0.34%
13,780
-770
71
$805K 0.32%
9,001
-384
72
$791K 0.32%
+6,304
73
$784K 0.31%
7,241
-156
74
$771K 0.31%
2
75
$710K 0.28%
+9,765
1 2
3
4 5