MCM
Monument Capital Management Portfolio holdings
AUM
$384M
This Quarter Return
+2.73%
1 Year Return
+28.84%
3 Year Return
+108.4%
5 Year Return
+182.4%
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(-0.65%)
Cap. Flow
-$4.64M
Cap. Flow
% of AUM
-2.52%
Top 10 Holdings %
Top 10 Hldgs %
28.17%
Holding
91
New
6
Increased
32
Reduced
42
Closed
7
Top Buys
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$1.78M |
| 2 |
Automatic Data Processing
ADP
|
$1.08M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.04M |
| 4 |
Iron Mountain
IRM
|
$940K |
| 5 |
Microsoft
MSFT
|
$346K |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.55M |
| 2 |
Cognizant
CTSH
|
$1.29M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$1.02M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$927K |
| 5 |
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% |
