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MCM
Monument Capital Management Portfolio holdings
AUM
$497M
1-Year Est. Return
52.58%
This Fund
S&P 500
This Quarter
Est. Return
+5.39%
1 Year Est. Return
+52.58%
3 Year Est. Return
+159.57%
5 Year Est. Return
+206.95%
10 Year Est. Return
–
AUM
$142M
AUM Growth
–
Cap. Flow
+$139M
Cap. Flow
% of AUM
98.11%
Top 10 Holdings %
Top 10 Hldgs %
32.97%
Holding
129
New
129
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$7.08M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$7.04M |
| 3 |
iShares US Aerospace & Defense ETF
ITA
|
+$5.16M |
| 4 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
+$5.09M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$4.78M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 14.3% |
| 2 | Financials | 13.28% |
| 3 | Technology | 11.22% |
| 4 | Healthcare | 7.26% |
| 5 | Consumer Staples | 5.5% |
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Monument Capital Management's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Monument Capital Management, which disclosed 129 positions worth $142M. Its ten largest holdings account for 33% of the portfolio.
Its largest position is iShares S&P Mid-Cap 400 Growth ETF: 134,248 shares worth $7.24M.
By sector, the portfolio is most concentrated in Industrials at 14% of assets, followed by Financials and Technology.
- Monument Capital Management's largest Q4 2017 buy was iShares S&P Mid-Cap 400 Growth ETF: 134,248 shares worth $7.24M.
- Monument Capital Management's ten largest holdings make up 33% of its $142M portfolio in Q4 2017.
- Monument Capital Management disclosed 129 positions in Q4 2017, its first 13F filing on record.
Based on Monument Capital Management's 13F filing for Q4 2017, filed 5 Feb 2018.