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
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$7.24M
3
+$5.31M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.12M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.96M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.3%
2 Financials 13.28%
3 Technology 11.22%
4 Healthcare 7.26%
5 Consumer Staples 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$57K 0.04%
+2,264
77
$57K 0.04%
+684
78
$55K 0.04%
+2,205
79
$55K 0.04%
+2,168
80
$51K 0.04%
+700
81
$50K 0.04%
+190
82
$49K 0.03%
+201
83
$49K 0.03%
+658
84
$47K 0.03%
+376
85
$44K 0.03%
+400
86
$43K 0.03%
+513
87
$43K 0.03%
+472
88
$38K 0.03%
+806
89
$37K 0.03%
+706
90
$37K 0.03%
+197
91
$37K 0.03%
+5,302
92
$37K 0.03%
+460
93
$26K 0.02%
+186
94
$24K 0.02%
+232
95
$22K 0.02%
+2,485
96
$20K 0.01%
+242
97
$19K 0.01%
+525
98
$17K 0.01%
+208
99
$14K 0.01%
+350
100
$11K 0.01%
+71
2 3
4
5 6