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
$298M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$7.22M
3
+$4.04M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.92M
5
PCAR icon
PACCAR
PCAR
+$2.84M

Top Sells

1
+$18.8M
2
+$8.48M
3
+$4.03M
4
AOS icon
A.O. Smith
AOS
+$2.91M
5
CVX icon
Chevron
CVX
+$2.88M

Sector Composition

1 Industrials 14.57%
2 Technology 11.39%
3 Consumer Discretionary 7.38%
4 Energy 6.83%
5 Financials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.69%
16,218
+99
52
$2.03M 0.68%
72,086
+536
53
$1.98M 0.66%
18,380
-290
54
$1.93M 0.65%
+4,346
55
$1.92M 0.64%
38,880
+850
56
$1.91M 0.64%
+11,483
57
$1.89M 0.63%
+612
58
$1.85M 0.62%
19,897
+918
59
$1.79M 0.6%
10,692
+1,246
60
$1.7M 0.57%
5,617
+113
61
$1.66M 0.56%
30,901
+2,033
62
$1.62M 0.54%
7,604
63
$1.54M 0.52%
9,152
-17,097
64
$1.54M 0.52%
30,862
+479
65
$1.5M 0.5%
2,800
+21
66
$1.5M 0.5%
5,698
-130
67
$1.35M 0.45%
2,683
+304
68
$1.35M 0.45%
5,867
+153
69
$1.2M 0.4%
21,349
-2,693
70
$1.19M 0.4%
39,550
-9,287
71
$1.17M 0.39%
6,247
-21
72
$1.14M 0.38%
11,107
-2,010
73
$1.1M 0.37%
7,409
-5,006
74
$1.08M 0.36%
36,025
-965
75
$922K 0.31%
6,356
+2,482
1 2
3
4 5