MCM

Monument Capital Management Portfolio holdings

AUM $399M
1-Year Est. Return 40.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$2.04M
3
+$2.03M
4
HUM icon
Humana
HUM
+$2M
5
AMT icon
American Tower
AMT
+$1.98M

Top Sells

1
+$2.76M
2
+$2.43M
3
+$2.42M
4
RTN
Raytheon Company
RTN
+$2.38M
5
GD icon
General Dynamics
GD
+$2.16M

Sector Composition

1 Healthcare 12.26%
2 Financials 11.43%
3 Technology 8.76%
4 Industrials 6.31%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$461K 0.29%
4,670
-3,350
77
$461K 0.29%
9,475
-6,870
78
$450K 0.28%
11,404
+1,968
79
$436K 0.27%
4,580
-3,425
80
$433K 0.27%
4,064
+414
81
$334K 0.21%
10,065
+1,260
82
$331K 0.21%
4,775
+581
83
$229K 0.14%
6,000
+2,000
84
$218K 0.14%
172,000
+118,300
85
$213K 0.13%
1,651
-1
86
$123K 0.08%
3,379
+485
87
$7K ﹤0.01%
500
88
– –
-17
89
– –
-11,499
90
– –
-30
91
– –
-33
92
– –
-16
93
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-38
94
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-6,647
95
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-24
96
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-16
97
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-277
98
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-31
99
– –
-32
100
– –
-8,396
2 3
4
5 6