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
$265M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$2.52M
3
+$2.19M
4
UGI icon
UGI
UGI
+$1.64M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.38M

Top Sells

1
+$15.3M
2
+$11.6M
3
+$11.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.64M
5
PII icon
Polaris
PII
+$2.02M

Sector Composition

1 Industrials 12.1%
2 Consumer Discretionary 7.81%
3 Technology 6.31%
4 Financials 6.16%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.64%
14,831
-563
52
$1.64M 0.62%
+42,515
53
$1.52M 0.57%
9,005
-205
54
$1.48M 0.56%
27,604
-3,510
55
$1.43M 0.54%
7,604
-45
56
$1.41M 0.53%
33,787
-7,671
57
$1.38M 0.52%
28,305
-775
58
$1.38M 0.52%
+27,745
59
$1.36M 0.51%
+12,382
60
$1.33M 0.5%
33,684
-4,112
61
$1.29M 0.49%
19,774
-2,018
62
$1.22M 0.46%
25,649
-16,425
63
$1.2M 0.45%
21,542
-1,768
64
$1.18M 0.44%
12,598
-1,677
65
$1.18M 0.44%
18,671
+4,438
66
$1.17M 0.44%
3,611
+388
67
$1.09M 0.41%
20,832
+7,186
68
$1.09M 0.41%
16,717
-1,994
69
$1.08M 0.41%
15,879
-285
70
$973K 0.37%
13,603
-419
71
$928K 0.35%
5,225
+1,990
72
$831K 0.31%
55,015
-1,399
73
$818K 0.31%
2
74
$789K 0.3%
14,781
-410
75
$789K 0.3%
29,321
-2,349
1 2
3
4 5