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
$322M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$6.43M
3
+$5.21M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.47M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.6M

Top Sells

1
+$9.29M
2
+$3M
3
+$2.26M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.24M
5
LAD icon
Lithia Motors
LAD
+$1.96M

Sector Composition

1 Industrials 13.11%
2 Consumer Discretionary 9.9%
3 Financials 6.85%
4 Technology 5.55%
5 Consumer Staples 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.16M 0.67%
43,625
-396
52
$2.15M 0.67%
30,851
-1,636
53
$2.15M 0.67%
37,656
-1,963
54
$2.13M 0.66%
62,590
+1,065
55
$2.02M 0.63%
29,818
-1,891
56
$1.92M 0.6%
9,215
-226
57
$1.91M 0.59%
35,528
-8,754
58
$1.85M 0.57%
7,649
-409
59
$1.72M 0.53%
25,928
-6,736
60
$1.72M 0.53%
99,975
-5,868
61
$1.61M 0.5%
10,842
-5,465
62
$1.57M 0.49%
8,323
-4,644
63
$1.52M 0.47%
13,866
-7,633
64
$1.52M 0.47%
15,129
-7,374
65
$1.52M 0.47%
29,096
-947
66
$1.52M 0.47%
13,316
-6,927
67
$1.47M 0.46%
10,854
+633
68
$1.45M 0.45%
35,204
-18,178
69
$1.41M 0.44%
10,357
-4,740
70
$1.41M 0.44%
16,630
-6,866
71
$1.38M 0.43%
+32,887
72
$1.35M 0.42%
8,120
+100
73
$1.22M 0.38%
+10,879
74
$1.18M 0.37%
+21,385
75
$1.17M 0.36%
11,539
-6,219
1 2
3
4 5