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
$176M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$455K
3
+$395K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$390K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$225K

Top Sells

1
+$1.09M
2
+$358K
3
+$324K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$301K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$292K

Sector Composition

1 Healthcare 11.19%
2 Financials 11.03%
3 Technology 9.15%
4 Industrials 6.45%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$466K 0.27%
4,670
77
$459K 0.26%
4,580
78
$453K 0.26%
9,540
-1,864
79
$441K 0.25%
4,040
-24
80
$395K 0.22%
+7,914
81
$390K 0.22%
+7,761
82
$380K 0.22%
10,025
-40
83
$372K 0.21%
4,820
+45
84
$225K 0.13%
+4,626
85
– –
-1,651
86
– –
-3,379
87
– –
-172,000
88
– –
-6,000
89
– –
-16,969
90
– –
-500
1 2 3
4