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
$170M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$2.96M
3
+$2.83M
4
EA icon
Electronic Arts
EA
+$2.28M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.14M

Top Sells

1
+$8.64M
2
+$2.04M
3
+$1.96M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.81M
5
DAR icon
Darling Ingredients
DAR
+$1.74M

Sector Composition

1 Technology 11.63%
2 Healthcare 8.35%
3 Financials 6.05%
4 Industrials 6.02%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$307K 0.18%
5,371
-151,103
77
$242K 0.14%
+1,064
78
$235K 0.14%
+4,196
79
$17K 0.01%
+10,020
80
– –
-33,431
81
– –
-90,633
82
– –
-50,293
83
– –
-38,561
84
– –
-113,442
85
– –
-14,584
86
– –
-31,787
87
– –
-95,773
1 2 3
4