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
$139M
AUM Growth
-$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$192K
2
+$189K
3
+$186K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$184K
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$183K

Top Sells

1
+$4.5M
2
+$2.42M
3
+$2.39M
4
LYB icon
LyondellBasell Industries
LYB
+$2.35M
5
OSK icon
Oshkosh
OSK
+$2.34M

Sector Composition

1 Technology 11.97%
2 Healthcare 9.64%
3 Financials 8.3%
4 Consumer Staples 7.27%
5 Utilities 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-24,850
77
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-6,649
78
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-17,586
79
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-75,532
80
– –
-22,705
81
– –
-7,376
82
– –
-15,877
83
– –
-7,420
84
– –
-18,363
85
– –
-8,244
86
– –
-7,177
1 2 3
4