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
$216M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.55M
3
+$3.93M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.1M
5
CVS icon
CVS Health
CVS
+$2.15M

Top Sells

1
+$3.83M
2
+$2.78M
3
+$2.03M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.63M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.44M

Sector Composition

1 Technology 9.05%
2 Consumer Staples 8.79%
3 Industrials 8.52%
4 Consumer Discretionary 8.17%
5 Healthcare 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$656K 0.3%
31,638
+8,237
77
$650K 0.3%
38,496
+10,128
78
$649K 0.3%
+20,378
79
$628K 0.29%
32,865
+21,931
80
$575K 0.27%
6,215
+2,271
81
$568K 0.26%
50,521
+30,488
82
$458K 0.21%
79,000
83
$412K 0.19%
1,510
+42
84
$330K 0.15%
4,771
-59
85
$301K 0.14%
3,440
+60
86
$282K 0.13%
3,220
87
$260K 0.12%
8,480
-1,205
88
$252K 0.12%
718
+17
89
$248K 0.11%
18,960
+1,000
90
$242K 0.11%
447
+14
91
$227K 0.1%
1,014
-526
92
$207K 0.1%
+2,681
93
– –
-189,283
94
– –
-9,734
95
– –
-4,815
96
– –
-18,164
97
– –
-3,680
98
– –
-43,995
99
– –
-4,866
1 2 3
4