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
$314M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$12.7M
3
+$9.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.95M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.98M

Top Sells

1
+$20.6M
2
+$19.1M
3
+$10.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.52M
5
CVS icon
CVS Health
CVS
+$2.37M

Sector Composition

1 Industrials 16.69%
2 Technology 10.97%
3 Consumer Discretionary 7.67%
4 Consumer Staples 5.65%
5 Materials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.64%
22,960
+3,000
52
$1.84M 0.59%
16,119
-439
53
$1.84M 0.59%
15,745
-1,988
54
$1.8M 0.57%
+18,979
55
$1.74M 0.55%
5,828
+414
56
$1.73M 0.55%
45,221
+807
57
$1.71M 0.55%
5,504
+748
58
$1.68M 0.53%
7,604
59
$1.67M 0.53%
12,415
-5,220
60
$1.56M 0.5%
30,383
-773
61
$1.55M 0.5%
+9,446
62
$1.51M 0.48%
13,117
+303
63
$1.51M 0.48%
48,837
-2,150
64
$1.49M 0.48%
28,868
-8,368
65
$1.45M 0.46%
24,042
-872
66
$1.36M 0.43%
16,724
-568
67
$1.36M 0.43%
5,714
+106
68
$1.3M 0.42%
2,779
+165
69
$1.24M 0.39%
36,990
-8,910
70
$1.23M 0.39%
6,268
+3
71
$1.14M 0.36%
2,379
+685
72
$1.07M 0.34%
8,999
+179
73
$1.04M 0.33%
2
74
$989K 0.32%
11,430
-18,462
75
$970K 0.31%
12,269
+3,174
1 2
3
4 5