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
$196M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$355K
3
+$261K
4
XOM icon
Exxon Mobil
XOM
+$242K
5
META icon
Meta Platforms (Facebook)
META
+$237K

Top Sells

1
+$514K
2
+$481K
3
+$270K
4
EW icon
Edwards Lifesciences
EW
+$166K
5
AMT icon
American Tower
AMT
+$145K

Sector Composition

1 Financials 11.45%
2 Technology 10.21%
3 Industrials 8.36%
4 Healthcare 7.87%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$551K 0.28%
99,000
-20,000
77
$476K 0.24%
9,615
+76
78
$472K 0.24%
4,726
+43
79
$468K 0.24%
4,697
+57
80
$410K 0.21%
+27,804
81
$355K 0.18%
+7,976
82
$353K 0.18%
7,177
83
$252K 0.13%
7,376
+34
84
$237K 0.12%
+1,157
85
$231K 0.12%
2,500
-480
86
$202K 0.1%
+2,160
87
– –
-9,813
88
– –
-5,617
1 2 3
4