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
$399M
AUM Growth
-$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$5.24M
3
+$5.07M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$4.68M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.53M

Top Sells

1
+$6.96M
2
+$6.36M
3
+$5.58M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.95M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.9M

Sector Composition

1 Industrials 15.06%
2 Technology 14.4%
3 Healthcare 8.89%
4 Financials 8.83%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWZ icon
76
iShares MSCI Brazil ETF
EWZ
$11.5B
$1.83M 0.46%
+47,701
EPOL icon
77
iShares MSCI Poland ETF
EPOL
$621M
$1.8M 0.45%
+49,473
GWW icon
78
W.W. Grainger
GWW
$54.4B
$1.68M 0.42%
1,544
-15
V icon
79
Visa
V
$631B
$1.68M 0.42%
5,543
-476
EWT icon
80
iShares MSCI Taiwan ETF
EWT
$9.12B
$1.54M 0.39%
+21,713
META icon
81
Meta Platforms (Facebook)
META
$1.55T
$1.47M 0.37%
2,566
-286
RSPT icon
82
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.72B
$1.45M 0.36%
31,972
-37
BRK.A icon
83
Berkshire Hathaway Class A
BRK.A
$1.02T
$1.44M 0.36%
2
KO icon
84
Coca-Cola
KO
$338B
$1.42M 0.36%
18,647
-440
HD icon
85
Home Depot
HD
$323B
$1.4M 0.35%
4,248
-188
ABBV icon
86
AbbVie
ABBV
$365B
$1.34M 0.34%
6,183
-28
AEP icon
87
American Electric Power
AEP
$74.4B
$1.3M 0.33%
9,919
+1,225
ED icon
88
Consolidated Edison
ED
$40.7B
$1.29M 0.32%
11,414
+637
CSCO icon
89
Cisco
CSCO
$363B
$1.18M 0.3%
15,218
-589
CVX icon
90
Chevron
CVX
$380B
$1.18M 0.3%
5,693
+87
TJX icon
91
TJX Companies
TJX
$174B
$1.16M 0.29%
7,283
-100
WM icon
92
Waste Management
WM
$92.2B
$1.15M 0.29%
5,006
-123
GOOG icon
93
Alphabet (Google) Class C
GOOG
$4.64T
$1.09M 0.27%
3,803
+52
MUSA icon
94
Murphy USA
MUSA
$11B
$1.09M 0.27%
2,202
-29
NFLX icon
95
Netflix
NFLX
$388B
$1.08M 0.27%
11,196
-377
PM icon
96
Philip Morris
PM
$259B
$1.07M 0.27%
6,495
-7
SCI icon
97
Service Corp International
SCI
$11.1B
$1.03M 0.26%
12,465
-206
TFC icon
98
Truist Financial
TFC
$63.5B
$1.03M 0.26%
22,303
+19
COST icon
99
Costco
COST
$449B
$961K 0.24%
964
+163
AMGN icon
100
Amgen
AMGN
$178B
$938K 0.24%
2,666
-122
2 3
4
5 6