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
$265M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$2.52M
3
+$2.19M
4
UGI icon
UGI
UGI
+$1.64M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.38M

Top Sells

1
+$15.3M
2
+$11.6M
3
+$11.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.64M
5
PII icon
Polaris
PII
+$2.02M

Sector Composition

1 Industrials 12.1%
2 Consumer Discretionary 7.81%
3 Technology 6.31%
4 Financials 6.16%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$773K 0.29%
12,952
-1,442
77
$766K 0.29%
3,102
+427
78
$746K 0.28%
41,619
-1,009
79
$726K 0.27%
9,760
-448
80
$723K 0.27%
57,728
-1,519
81
$711K 0.27%
1,385
+646
82
$703K 0.27%
1,634
+1,010
83
$667K 0.25%
36,048
-998
84
$665K 0.25%
5,126
-368
85
$647K 0.24%
23,636
+224
86
$637K 0.24%
20,643
-530
87
$632K 0.24%
22,829
-742
88
$631K 0.24%
1,161
-135
89
$596K 0.22%
1,963
-253
90
$593K 0.22%
5,440
+900
91
$585K 0.22%
34,840
-1,073
92
$569K 0.21%
5,358
-2,382
93
$568K 0.21%
76,500
94
$552K 0.21%
17,720
-4,251
95
$535K 0.2%
35,022
-1,092
96
$528K 0.2%
5,883
+44
97
$525K 0.2%
3,149
+676
98
$491K 0.19%
5,732
+553
99
$480K 0.18%
11,261
+5,962
100
$474K 0.18%
2,408
+1,031
2 3
4
5 6