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
$184M
AUM Growth
-$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.08M
3
+$1.04M
4
IRM icon
Iron Mountain
IRM
+$940K
5
MSFT icon
Microsoft
MSFT
+$346K

Top Sells

1
+$1.55M
2
+$1.29M
3
+$1.02M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$927K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$862K

Sector Composition

1 Financials 11.44%
2 Technology 10%
3 Industrials 8.5%
4 Healthcare 7.6%
5 Consumer Staples 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$615K 0.33%
119,000
77
$514K 0.28%
5,617
-5,966
78
$481K 0.26%
9,813
+169
79
$474K 0.26%
9,539
+64
80
$470K 0.26%
4,683
+13
81
$463K 0.25%
4,640
+60
82
$331K 0.18%
+7,177
83
$259K 0.14%
+2,980
84
$231K 0.13%
+7,342
85
– –
-19,160
86
– –
-107,000
87
– –
-4,920
88
– –
-9,910
89
– –
-17,147
90
– –
-20,053
91
– –
-3,949
1 2 3
4