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
$347M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.69M
3
+$5.97M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$3.79M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.65M

Top Sells

1
+$16.1M
2
+$13.7M
3
+$8.42M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$6.27M
5
SMCI icon
Super Micro Computer
SMCI
+$3.63M

Sector Composition

1 Industrials 15.18%
2 Consumer Discretionary 12.55%
3 Technology 12.52%
4 Financials 7.76%
5 Energy 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5M 0.72%
15,462
-422
52
$2.5M 0.72%
27,102
-44
53
$2.5M 0.72%
12,464
+2,136
54
$2.49M 0.72%
7,821
+2,268
55
$2.48M 0.72%
50,593
+3,072
56
$2.47M 0.71%
12,788
-517
57
$2.46M 0.71%
14,541
-211
58
$2.45M 0.71%
19,208
-489
59
$2.44M 0.7%
15,104
-471
60
$2.42M 0.7%
9,154
+589
61
$2.3M 0.66%
16,881
+3,101
62
$2.27M 0.65%
2,916
+38
63
$2.11M 0.61%
5,497
+70
64
$1.98M 0.57%
7,604
65
$1.73M 0.5%
6,208
+89
66
$1.69M 0.49%
28,022
-40,048
67
$1.67M 0.48%
18,530
+330
68
$1.61M 0.46%
6,184
-42
69
$1.52M 0.44%
13,106
-2,104
70
$1.5M 0.43%
25,127
-5,604
71
$1.38M 0.4%
3,994
+7
72
$1.31M 0.38%
25,301
-17,443
73
$1.27M 0.37%
7,065
+35
74
$1.18M 0.34%
6,472
-80
75
$1.17M 0.34%
36,236
-1,654
1 2
3
4 5