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
$144M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.26M
3
+$2.98M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$2.21M
5
PRU icon
Prudential Financial
PRU
+$1.72M

Top Sells

1
+$3.88M
2
+$3.74M
3
+$3.64M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.63M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$3.55M

Sector Composition

1 Financials 15.78%
2 Industrials 13.98%
3 Technology 8.06%
4 Healthcare 7.77%
5 Utilities 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$174K 0.12%
7,186
+190
77
$163K 0.11%
6,491
-141
78
$158K 0.11%
6,539
-156
79
$117K 0.08%
5,663
-767
80
$117K 0.08%
4,737
-792
81
$117K 0.08%
5,615
-931
82
$113K 0.08%
3,253
83
$97K 0.07%
3,964
-661
84
$77K 0.05%
197
85
$77K 0.05%
1,856
+4
86
$61K 0.04%
1,876
-112,027
87
$59K 0.04%
700
88
$57K 0.04%
2,222
+54
89
$57K 0.04%
2,214
-74
90
$56K 0.04%
2,220
-36
91
$56K 0.04%
2,225
+20
92
$56K 0.04%
2,223
-41
93
$52K 0.04%
190
94
$52K 0.04%
90
95
$46K 0.03%
400
96
$46K 0.03%
1,549
-95,335
97
$45K 0.03%
658
98
$44K 0.03%
513
99
$42K 0.03%
1,317
-80,693
100
$42K 0.03%
472
+1
2 3
4
5 6