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
$340M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.85M
3
+$4.73M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.03M
5
AMAT icon
Applied Materials
AMAT
+$3M

Top Sells

1
+$5.4M
2
+$3.88M
3
+$3.58M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.34M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.34M

Sector Composition

1 Technology 15.19%
2 Consumer Discretionary 12.41%
3 Industrials 11.28%
4 Financials 8.23%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.74%
27,468
+366
52
$2.49M 0.73%
17,825
+944
53
$2.38M 0.7%
21,855
+859
54
$2.33M 0.69%
+18,114
55
$2.32M 0.68%
+97,121
56
$2.28M 0.67%
13,890
-651
57
$2.28M 0.67%
18,453
-77
58
$2.19M 0.64%
46,257
-57
59
$2.1M 0.62%
+26,955
60
$2.06M 0.61%
19,651
+443
61
$2.03M 0.6%
7,604
62
$1.87M 0.55%
27,555
-467
63
$1.82M 0.53%
15,775
+2,669
64
$1.78M 0.52%
5,159
-338
65
$1.61M 0.48%
6,153
-55
66
$1.57M 0.46%
6,184
67
$1.47M 0.43%
24,639
-488
68
$1.38M 0.41%
7,144
+79
69
$1.15M 0.34%
5,396
-55
70
$1.12M 0.33%
6,557
+85
71
$1.12M 0.33%
+19,836
72
$1.1M 0.32%
17,233
+2,210
73
$1.07M 0.31%
8,608
-160
74
$1.06M 0.31%
1,774
-106
75
$991K 0.29%
1,696
-9
1 2
3
4 5