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
$267M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.07M
3
+$7.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.46M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.86M

Top Sells

1
+$43.8M
2
+$2.52M
3
+$1.38M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$899K
5
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$816K

Sector Composition

1 Industrials 13.18%
2 Consumer Discretionary 9.02%
3 Technology 6.73%
4 Consumer Staples 6.63%
5 Financials 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$939K 0.35%
23,486
+12,225
77
$889K 0.33%
38,074
+15,245
78
$843K 0.32%
5,157
-68
79
$842K 0.32%
2,603
-1,008
80
$813K 0.3%
2
81
$751K 0.28%
8,600
+2,868
82
$744K 0.28%
4,809
+3,496
83
$728K 0.27%
6,441
+1,083
84
$713K 0.27%
16,292
-4,540
85
$709K 0.27%
19,430
-14,357
86
$705K 0.26%
9,256
-504
87
$643K 0.24%
+1,891
88
$626K 0.23%
37,077
-4,542
89
$578K 0.22%
52,906
-4,822
90
$563K 0.21%
3,171
+763
91
$555K 0.21%
6,443
+1,323
92
$554K 0.21%
32,887
93
$536K 0.2%
1,753
-210
94
$516K 0.19%
12,828
+4,589
95
$498K 0.19%
4,284
+1,836
96
$497K 0.19%
+8,060
97
$477K 0.18%
10,740
+4,090
98
$474K 0.18%
+2,094
99
$472K 0.18%
28,876
-7,172
100
$463K 0.17%
32,014
-2,826
2 3
4
5 6