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
$322M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$6.43M
3
+$5.21M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.47M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.6M

Top Sells

1
+$9.29M
2
+$3M
3
+$2.26M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.24M
5
LAD icon
Lithia Motors
LAD
+$1.96M

Sector Composition

1 Industrials 13.11%
2 Consumer Discretionary 9.9%
3 Financials 6.85%
4 Technology 5.55%
5 Consumer Staples 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.16M 0.36%
16,150
-1,638
77
$1.16M 0.36%
25,960
+3,206
78
$1.06M 0.33%
6,024
+75
79
$1.01M 0.32%
21,167
-842
80
$1.01M 0.31%
22,383
-5,066
81
$1M 0.31%
6,338
+1,488
82
$923K 0.29%
43,565
-2,942
83
$901K 0.28%
2
84
$865K 0.27%
36,991
-1,837
85
$856K 0.27%
23,368
-735
86
$854K 0.27%
2,424
+45
87
$852K 0.26%
+36,072
88
$820K 0.25%
5,660
+300
89
$813K 0.25%
9,707
-1,306
90
$785K 0.24%
13,285
+2,201
91
$761K 0.24%
5,260
+180
92
$741K 0.23%
1,697
+7
93
$733K 0.23%
12,378
-182
94
$711K 0.22%
52,650
-8,023
95
$702K 0.22%
14,621
+875
96
$698K 0.22%
36,404
-4,214
97
$692K 0.21%
1,879
+2
98
$689K 0.21%
17,472
-3,279
99
$676K 0.21%
2,521
+81
100
$628K 0.19%
3,673
+422
2 3
4
5 6