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
$402M
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$4.95M
3
+$4.78M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.94M
5
AMAT icon
Applied Materials
AMAT
+$2.93M

Top Sells

1
+$4.81M
2
+$4.66M
3
+$4.2M
4
BKNG icon
Booking.com
BKNG
+$3.94M
5
UBER icon
Uber
UBER
+$3.41M

Sector Composition

1 Technology 14.66%
2 Industrials 11.3%
3 Financials 11.15%
4 Consumer Discretionary 8.79%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
76
Meta Platforms (Facebook)
META
$1.86T
$1.88M 0.47%
2,852
-64
EWW icon
77
iShares MSCI Mexico ETF
EWW
$2.18B
$1.86M 0.46%
+26,783
FLS icon
78
Flowserve
FLS
$9.78B
$1.73M 0.43%
+24,912
GILD icon
79
Gilead Sciences
GILD
$173B
$1.69M 0.42%
13,794
+3,980
XOM icon
80
Exxon Mobil
XOM
$593B
$1.68M 0.42%
13,995
-413
GWW icon
81
W.W. Grainger
GWW
$50.9B
$1.57M 0.39%
1,559
-3,321
HD icon
82
Home Depot
HD
$370B
$1.53M 0.38%
4,436
+136
BRK.A icon
83
Berkshire Hathaway Class A
BRK.A
$1.02T
$1.51M 0.38%
2
RSPT icon
84
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.18B
$1.46M 0.36%
32,009
-961
ABBV icon
85
AbbVie
ABBV
$386B
$1.42M 0.35%
6,211
KO icon
86
Coca-Cola
KO
$316B
$1.33M 0.33%
19,087
-2,910
CSCO icon
87
Cisco
CSCO
$310B
$1.22M 0.3%
15,807
-24
GOOG icon
88
Alphabet (Google) Class C
GOOG
$4.09T
$1.18M 0.29%
3,751
+72
TJX icon
89
TJX Companies
TJX
$164B
$1.13M 0.28%
7,383
+32
WM icon
90
Waste Management
WM
$89.9B
$1.13M 0.28%
5,129
-30
MA icon
91
Mastercard
MA
$488B
$1.12M 0.28%
1,965
+13
TFC icon
92
Truist Financial
TFC
$63.5B
$1.1M 0.27%
22,284
+4
NFLX icon
93
Netflix
NFLX
$351B
$1.09M 0.27%
11,573
-24,357
ORCL icon
94
Oracle
ORCL
$486B
$1.08M 0.27%
5,553
-504
ED icon
95
Consolidated Edison
ED
$38B
$1.07M 0.27%
10,777
+856
PM icon
96
Philip Morris
PM
$277B
$1.04M 0.26%
6,502
-5,416
AEP icon
97
American Electric Power
AEP
$63.7B
$1M 0.25%
8,694
+1,008
SCI icon
98
Service Corp International
SCI
$11.2B
$988K 0.25%
12,671
-23
PLTR icon
99
Palantir
PLTR
$362B
$949K 0.24%
5,341
+63
AMGN icon
100
Amgen
AMGN
$185B
$913K 0.23%
2,788
+1,412
2 3
4
5 6