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
$186M
AUM Growth
+$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$2.1M
3
+$1.87M
4
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.86M
5
AMGN icon
Amgen
AMGN
+$1.57M

Top Sells

1
+$2.28M
2
+$2M
3
+$1.89M
4
HUM icon
Humana
HUM
+$1.65M
5
WDFC icon
WD-40
WDFC
+$1.42M

Sector Composition

1 Financials 11.42%
2 Technology 9.43%
3 Industrials 8.63%
4 Healthcare 8.07%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$599K 0.32%
107,000
+12,500
77
$491K 0.26%
9,752
+212
78
$475K 0.26%
9,644
+5,018
79
$469K 0.25%
9,475
80
$467K 0.25%
4,670
81
$459K 0.25%
4,580
82
$439K 0.24%
3,949
-91
83
$386K 0.21%
4,920
+100
84
$386K 0.21%
9,910
-115
85
$331K 0.18%
11,047
-12,604
86
– –
-20,632
87
– –
-8,382
88
– –
-9,235
89
– –
-92,322
90
– –
-6,188
91
– –
-6,975
1 2 3
4