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
$267M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.07M
3
+$7.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.46M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.86M

Top Sells

1
+$43.8M
2
+$2.52M
3
+$1.38M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$899K
5
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$816K

Sector Composition

1 Industrials 13.18%
2 Consumer Discretionary 9.02%
3 Technology 6.73%
4 Consumer Staples 6.63%
5 Financials 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.62%
+38,768
52
$1.63M 0.61%
18,432
+74
53
$1.6M 0.6%
49,464
+6,949
54
$1.56M 0.59%
11,911
-5,805
55
$1.51M 0.57%
+22,119
56
$1.41M 0.53%
37,454
+3,770
57
$1.36M 0.51%
7,604
58
$1.36M 0.51%
20,784
+1,010
59
$1.35M 0.51%
22,966
+1,424
60
$1.34M 0.5%
8,233
+5,084
61
$1.33M 0.5%
54,764
-7,569
62
$1.29M 0.49%
15,750
+3,152
63
$1.24M 0.47%
17,257
+3,654
64
$1.24M 0.46%
37,880
+8,559
65
$1.22M 0.46%
2,421
+1,036
66
$1.21M 0.46%
19,173
+2,456
67
$1.1M 0.41%
7,647
-1,358
68
$1.09M 0.41%
24,788
-3,517
69
$1.07M 0.4%
24,473
-1,176
70
$1.06M 0.4%
18,955
+284
71
$1.03M 0.39%
17,676
+1,797
72
$1M 0.38%
4,344
+1,242
73
$995K 0.37%
60,699
-49,755
74
$961K 0.36%
9,380
+6,957
75
$941K 0.35%
2,435
+801
1 2
3
4 5