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
$325M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.14M
3
+$6.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.89M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.58M

Top Sells

1
+$19.9M
2
+$12.7M
3
+$9.05M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.52M
5
EVR icon
Evercore
EVR
+$4.64M

Sector Composition

1 Financials 11.71%
2 Technology 11.66%
3 Consumer Discretionary 11.51%
4 Industrials 10.33%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.8M 0.86%
+57,946
52
$2.8M 0.86%
+32,122
53
$2.77M 0.85%
83,810
+5,026
54
$2.72M 0.84%
13,807
+424
55
$2.68M 0.83%
+16,103
56
$2.63M 0.81%
31,636
+3,120
57
$2.52M 0.77%
7,480
+514
58
$2.26M 0.7%
+13,453
59
$2.26M 0.69%
6,450
+96
60
$2.25M 0.69%
12,979
-131
61
$2.23M 0.68%
2,697
-21
62
$2.2M 0.68%
20,312
-766
63
$2.18M 0.67%
7,921
+17
64
$2.03M 0.62%
17,056
-1,706
65
$1.92M 0.59%
10,097
-8
66
$1.85M 0.57%
5,057
-49
67
$1.6M 0.49%
+2
68
$1.57M 0.48%
6,162
69
$1.54M 0.47%
+55,002
70
$1.53M 0.47%
+51,227
71
$1.5M 0.46%
+27,528
72
$1.46M 0.45%
20,396
+981
73
$1.4M 0.43%
40,991
-461
74
$1.37M 0.42%
6,555
-2
75
$1.28M 0.39%
8,246
-664
1 2
3
4 5