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
$363M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$4.64M
3
+$4.55M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.54M
5
LII icon
Lennox International
LII
+$3.05M

Top Sells

1
+$6.09M
2
+$5.04M
3
+$4.78M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$4.75M
5
WSM icon
Williams-Sonoma
WSM
+$4.27M

Sector Composition

1 Industrials 14.34%
2 Technology 12.85%
3 Financials 12.4%
4 Consumer Discretionary 11.4%
5 Consumer Staples 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.6M 0.72%
28,516
+483
52
$2.57M 0.71%
6,966
+436
53
$2.56M 0.71%
28,319
-29
54
$2.53M 0.7%
55,655
+2,324
55
$2.5M 0.69%
78,784
+3,478
56
$2.43M 0.67%
22,229
+951
57
$2.38M 0.66%
+23,007
58
$2.3M 0.63%
13,110
-103
59
$2.29M 0.63%
19,749
+1,087
60
$2.29M 0.63%
7,904
61
$2.22M 0.61%
10,105
+2,965
62
$2.1M 0.58%
2,718
-111
63
$2.02M 0.56%
18,762
+1,471
64
$2.01M 0.55%
6,354
+201
65
$1.99M 0.55%
5,106
+12
66
$1.97M 0.54%
5,335
+438
67
$1.95M 0.54%
6,162
-22
68
$1.69M 0.47%
8,910
-13,954
69
$1.55M 0.43%
41,452
+7
70
$1.34M 0.37%
22,344
-262
71
$1.22M 0.34%
2,088
+1,307
72
$1.21M 0.33%
19,415
+2,376
73
$1.17M 0.32%
6,557
+1
74
$1.12M 0.31%
5,574
+126
75
$1.12M 0.31%
6,709
-6
1 2
3
4 5