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
$311M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.1M
3
+$3.21M
4
WSM icon
Williams-Sonoma
WSM
+$3.15M
5
HRB icon
H&R Block
HRB
+$2.3M

Top Sells

1
+$9.04M
2
+$8.73M
3
+$5.79M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$5.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.04M

Sector Composition

1 Industrials 14.14%
2 Technology 12.55%
3 Consumer Discretionary 10.96%
4 Financials 6.93%
5 Consumer Staples 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.69%
+13,305
52
$2.13M 0.69%
+19,697
53
$2.07M 0.67%
35,917
-23,943
54
$2.03M 0.65%
+12,241
55
$1.95M 0.63%
+8,565
56
$1.94M 0.62%
11,108
+416
57
$1.88M 0.61%
5,427
-190
58
$1.83M 0.59%
30,731
-7,878
59
$1.82M 0.59%
+13,780
60
$1.8M 0.58%
7,604
61
$1.76M 0.57%
10,328
+3,972
62
$1.68M 0.54%
2,878
+78
63
$1.59M 0.51%
6,119
+252
64
$1.53M 0.49%
2,913
+230
65
$1.53M 0.49%
+5,553
66
$1.52M 0.49%
15,210
-21,272
67
$1.47M 0.47%
29,031
-1,870
68
$1.45M 0.47%
+13,014
69
$1.4M 0.45%
3,987
+2,728
70
$1.34M 0.43%
6,226
-21
71
$1.18M 0.38%
37,890
-1,660
72
$1.12M 0.36%
+11,365
73
$1.11M 0.36%
18,875
-2,474
74
$1.09M 0.35%
34,682
-1,343
75
$1.07M 0.34%
7,030
+747
1 2
3
4 5