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
$294M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.23M
3
+$4.28M
4
PII icon
Polaris
PII
+$2.57M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.02M

Top Sells

1
+$9.33M
2
+$2.63M
3
+$889K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$799K
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$593K

Sector Composition

1 Industrials 13.85%
2 Consumer Discretionary 12.41%
3 Financials 7.53%
4 Technology 4.99%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.76%
20,447
+9,030
52
$2.21M 0.75%
32,664
-6,540
53
$2.2M 0.75%
44,021
-37
54
$2.14M 0.73%
22,503
-455
55
$2.13M 0.72%
10,026
-217
56
$2.08M 0.71%
23,496
-256
57
$2.05M 0.7%
32,487
-7,993
58
$2.02M 0.69%
15,097
-201
59
$1.96M 0.67%
6,177
-164
60
$1.9M 0.64%
61,525
-230
61
$1.88M 0.64%
17,758
-184
62
$1.86M 0.63%
31,709
+286
63
$1.82M 0.62%
39,619
-1,113
64
$1.81M 0.62%
105,843
+716
65
$1.79M 0.61%
8,058
-173
66
$1.64M 0.56%
9,441
+173
67
$1.32M 0.45%
9,958
+2,949
68
$1.32M 0.45%
8,020
-1,300
69
$1.3M 0.44%
30,043
+388
70
$1.25M 0.43%
27,449
-4,965
71
$1.12M 0.38%
17,788
+336
72
$1.1M 0.38%
10,221
+397
73
$966K 0.33%
22,754
+11,661
74
$945K 0.32%
46,507
+1,206
75
$931K 0.32%
24,103
+689
1 2
3
4 5