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
$249M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$6.45M
3
+$6.17M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$3.64M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.47M

Top Sells

1
+$4.21M
2
+$2.91M
3
+$2.67M
4
V icon
Visa
V
+$2.58M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.53M

Sector Composition

1 Industrials 14.75%
2 Consumer Discretionary 8.46%
3 Consumer Staples 6.63%
4 Technology 5.84%
5 Financials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$695K 0.28%
19,720
-658
77
$687K 0.28%
36,738
-1,758
78
$676K 0.27%
48,896
-1,625
79
$638K 0.26%
30,337
-1,301
80
$612K 0.25%
1,680
-11,566
81
$610K 0.24%
31,567
-1,298
82
$596K 0.24%
6,129
-86
83
$549K 0.22%
79,000
84
$506K 0.2%
9,599
-44,468
85
$495K 0.2%
+2,223
86
$468K 0.19%
4,540
+1,100
87
$467K 0.19%
1,586
+76
88
$453K 0.18%
+8,550
89
$395K 0.16%
3,820
+600
90
$384K 0.15%
+3,515
91
$381K 0.15%
1,702
-10,521
92
$334K 0.13%
4,636
-135
93
$311K 0.12%
1,667
-14,307
94
$286K 0.11%
1,348
-12,177
95
$279K 0.11%
+1,227
96
$267K 0.11%
718
97
$260K 0.1%
+825
98
$245K 0.1%
7,985
-495
99
$244K 0.1%
18,280
-680
100
$241K 0.1%
1,014
1 2 3
4
5