MCM

Monument Capital Management Portfolio holdings

AUM $399M
1-Year Est. Return 40.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$3.26M
3
+$3.04M
4
JBL icon
Jabil
JBL
+$2.99M
5
AU icon
AngloGold Ashanti
AU
+$2.8M

Top Sells

1
+$3.68M
2
+$3.67M
3
+$3.65M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$3.45M
5
RS icon
Reliance Steel & Aluminium
RS
+$2.97M

Sector Composition

1 Technology 14.57%
2 Financials 11.35%
3 Industrials 11.08%
4 Consumer Discretionary 10.1%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.26M 0.81%
56,612
-266
52
$3.24M 0.81%
24,314
+85
53
$3.16M 0.79%
19,529
-101
54
$3.1M 0.77%
19,730
-63
55
$3.01M 0.75%
14,037
-8
56
$2.99M 0.75%
9,054
-1,502
57
$2.98M 0.75%
+13,738
58
$2.98M 0.74%
+7,621
59
$2.97M 0.74%
81,869
-590
60
$2.92M 0.73%
19,009
-1,215
61
$2.74M 0.69%
30,304
-95
62
$2.73M 0.68%
+38,489
63
$2.62M 0.65%
27,814
-636
64
$2.6M 0.65%
7,922
+1
65
$2.57M 0.64%
13,477
+197
66
$2.55M 0.64%
+3,077
67
$2.34M 0.59%
+6,938
68
$2.34M 0.58%
9,617
+956
69
$2.33M 0.58%
5,633
-418
70
$2.33M 0.58%
12,566
+6,554
71
$2.26M 0.56%
10,279
+1
72
$2.14M 0.54%
2,916
+279
73
$2.14M 0.53%
6,263
-398
74
$2.01M 0.5%
+27,468
75
$1.98M 0.5%
10,440
-1,806
1 2
3
4 5