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
$294M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.23M
3
+$4.28M
4
PII icon
Polaris
PII
+$2.57M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.02M

Top Sells

1
+$9.33M
2
+$2.63M
3
+$889K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$799K
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$593K

Sector Composition

1 Industrials 13.85%
2 Consumer Discretionary 12.41%
3 Financials 7.53%
4 Technology 4.99%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$909K 0.31%
+9,934
77
$905K 0.31%
11,013
+289
78
$886K 0.3%
12,619
+2,147
79
$879K 0.3%
6,089
+1,733
80
$864K 0.29%
22,009
+558
81
$862K 0.29%
38,828
+1,072
82
$859K 0.29%
5,949
+141
83
$823K 0.28%
60,673
+1,599
84
$823K 0.28%
2
85
$805K 0.27%
20,751
-2,569
86
$794K 0.27%
4,850
+2,195
87
$745K 0.25%
40,618
+1,367
88
$720K 0.24%
23,760
+791
89
$717K 0.24%
5,360
+820
90
$677K 0.23%
5,080
+1,260
91
$676K 0.23%
5,297
-1,061
92
$666K 0.23%
1,690
+5
93
$665K 0.23%
22,184
+712
94
$659K 0.22%
12,560
+1,071
95
$638K 0.22%
13,746
+8,522
96
$636K 0.22%
2,330
+1,434
97
$615K 0.21%
2,379
-468
98
$588K 0.2%
2,440
+336
99
$574K 0.2%
+10,394
100
$562K 0.19%
1,877
2 3
4
5 6