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
$292M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$7.08M
3
+$4.8M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.79M
5
XOM icon
Exxon Mobil
XOM
+$2.47M

Top Sells

1
+$16.2M
2
+$7.01M
3
+$5.83M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.74M
5
PWR icon
Quanta Services
PWR
+$3.47M

Sector Composition

1 Industrials 11.85%
2 Consumer Staples 7.71%
3 Consumer Discretionary 7.59%
4 Technology 5.94%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.66%
+44,553
52
$1.91M 0.65%
41,995
+4,541
53
$1.82M 0.62%
53,365
-3,970
54
$1.78M 0.61%
73,460
-4,070
55
$1.72M 0.59%
+27,104
56
$1.71M 0.59%
9,474
+1,241
57
$1.7M 0.58%
+54,802
58
$1.66M 0.57%
10,630
+251
59
$1.65M 0.56%
+19,372
60
$1.64M 0.56%
+30,973
61
$1.49M 0.51%
17,049
-208
62
$1.45M 0.5%
7,604
63
$1.45M 0.5%
9,925
-1,986
64
$1.39M 0.48%
7,871
+2,714
65
$1.38M 0.47%
2,610
+189
66
$1.37M 0.47%
21,478
+2,523
67
$1.25M 0.43%
45,616
-9,148
68
$1.22M 0.42%
24,514
-274
69
$1.22M 0.42%
15,922
-6,197
70
$1.18M 0.4%
2,428
-7
71
$1.15M 0.39%
22,512
+6,220
72
$1.12M 0.38%
17,717
+41
73
$1.06M 0.36%
5,095
+1,924
74
$1.04M 0.36%
2,842
+239
75
$1.03M 0.35%
24,009
-464
1 2
3
4 5