MCM

Monument Capital Management Portfolio holdings

AUM $402M
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.79M
3
+$4.52M
4
APH icon
Amphenol
APH
+$3.76M
5
FIX icon
Comfort Systems
FIX
+$3.63M

Top Sells

1
+$5.89M
2
+$4.16M
3
+$3.9M
4
META icon
Meta Platforms (Facebook)
META
+$3.42M
5
MUSA icon
Murphy USA
MUSA
+$3.41M

Sector Composition

1 Technology 14.93%
2 Financials 11.05%
3 Industrials 10.66%
4 Consumer Discretionary 9.88%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15M 0.82%
+19,630
52
$3.09M 0.8%
41,436
-2,334
53
$3.08M 0.8%
+56,878
54
$3.07M 0.8%
24,229
+1,028
55
$2.97M 0.77%
16,524
-850
56
$2.97M 0.77%
82,459
-1,351
57
$2.97M 0.77%
9,448
-663
58
$2.91M 0.76%
+17,944
59
$2.91M 0.76%
64,773
+6,953
60
$2.91M 0.76%
10,556
-7,621
61
$2.9M 0.76%
+40,447
62
$2.89M 0.75%
+13,280
63
$2.84M 0.74%
14,317
+510
64
$2.83M 0.74%
28,450
+25,092
65
$2.83M 0.74%
14,045
-924
66
$2.82M 0.73%
30,399
-1,723
67
$2.66M 0.69%
14,198
-1,905
68
$2.41M 0.63%
7,921
69
$2.37M 0.62%
6,661
+211
70
$2.29M 0.6%
6,051
-111
71
$2.28M 0.59%
12,522
+5,087
72
$2.25M 0.59%
10,278
+181
73
$2.23M 0.58%
12,246
-733
74
$2.02M 0.53%
2,590
-107
75
$1.95M 0.51%
2,637
-4,638
1 2
3
4 5