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
$146M
AUM Growth
+$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.97M
3
+$1.94M
4
PG icon
Procter & Gamble
PG
+$1.26M
5
SIGA icon
SIGA Technologies
SIGA
+$484K

Top Sells

1
+$2.84M
2
+$1.48M
3
+$1.47M
4
LYB icon
LyondellBasell Industries
LYB
+$384K
5
UNH icon
UnitedHealth
UNH
+$335K

Sector Composition

1 Industrials 15.67%
2 Financials 14.2%
3 Technology 9.39%
4 Healthcare 7.59%
5 Consumer Staples 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$108K 0.07%
+3,253
77
$75K 0.05%
1,852
-4
78
$67K 0.05%
1,005
+545
79
$64K 0.04%
515
+1
80
$58K 0.04%
2,058
+9
81
$58K 0.04%
+2,288
82
$57K 0.04%
2,264
83
$57K 0.04%
2,256
84
$55K 0.04%
1,970
85
$55K 0.04%
2,205
86
$54K 0.04%
2,168
87
$52K 0.04%
1,567
-44,321
88
$51K 0.03%
727
-21,032
89
$50K 0.03%
+90
90
$48K 0.03%
190
91
$47K 0.03%
375
-1
92
$46K 0.03%
658
93
$46K 0.03%
195
-6
94
$45K 0.03%
700
95
$41K 0.03%
471
-1
96
$41K 0.03%
400
97
$38K 0.03%
513
98
$38K 0.03%
706
99
$36K 0.02%
805
-1
100
$24K 0.02%
5,302
2 3
4
5 6