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
$299M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$5.1M
3
+$4.68M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$2.69M
5
GD icon
General Dynamics
GD
+$2.42M

Top Sells

1
+$9.41M
2
+$9.23M
3
+$7.11M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$4.36M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.79M

Sector Composition

1 Industrials 14.8%
2 Technology 7.18%
3 Consumer Discretionary 7.16%
4 Consumer Staples 7.02%
5 Materials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.64%
16,558
-203
52
$1.88M 0.63%
+38,385
53
$1.86M 0.62%
8,861
-626
54
$1.8M 0.6%
33,160
-456
55
$1.79M 0.6%
27,920
+816
56
$1.73M 0.58%
31,156
+183
57
$1.64M 0.55%
44,414
-139
58
$1.59M 0.53%
+50,987
59
$1.56M 0.52%
45,900
-7,465
60
$1.55M 0.52%
7,604
61
$1.55M 0.52%
24,914
+3,436
62
$1.52M 0.51%
20,980
+1,608
63
$1.51M 0.51%
5,414
+1,761
64
$1.43M 0.48%
17,292
+243
65
$1.4M 0.47%
4,756
-8,111
66
$1.36M 0.46%
12,814
+4,584
67
$1.28M 0.43%
19,960
+7,700
68
$1.26M 0.42%
5,608
+513
69
$1.19M 0.4%
39,825
-5,791
70
$1.13M 0.38%
14,939
-983
71
$1.04M 0.35%
6,265
-104
72
$969K 0.32%
6,971
-2,954
73
$931K 0.31%
2
74
$913K 0.31%
11,002
+1,482
75
$898K 0.3%
2,614
-228
1 2
3
4 5