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
$178M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.68M
3
+$1.33M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.06M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$410K

Top Sells

1
+$1.09M
2
+$57K
3
+$57K
4
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$56K
5
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
+$56K

Sector Composition

1 Financials 14.31%
2 Industrials 14.15%
3 Technology 9.14%
4 Healthcare 8.03%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$339K 0.19%
+5,678
77
$338K 0.19%
+6,739
78
$228K 0.13%
1,652
+1,399
79
$225K 0.13%
7,623
+73
80
$190K 0.11%
9,031
+112
81
$189K 0.11%
+3,500
82
$178K 0.1%
7,311
+125
83
$178K 0.1%
8,396
+114
84
$177K 0.1%
8,386
+98
85
$173K 0.1%
+2,150
86
$165K 0.09%
6,576
+85
87
$164K 0.09%
+4,000
88
$161K 0.09%
6,647
+108
89
$159K 0.09%
1,099
+923
90
$157K 0.09%
2,894
+2,686
91
$148K 0.08%
1,915
+1,257
92
$134K 0.08%
+2,000
93
$128K 0.07%
3,253
94
$126K 0.07%
473
+427
95
$121K 0.07%
+3,500
96
$120K 0.07%
4,830
+93
97
$119K 0.07%
5,756
+93
98
$118K 0.07%
5,709
+94
99
$111K 0.06%
+1,000
100
$105K 0.06%
+1,550
2 3
4
5 6