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
$292M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$7.08M
3
+$4.8M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.79M
5
XOM icon
Exxon Mobil
XOM
+$2.47M

Top Sells

1
+$16.2M
2
+$7.01M
3
+$5.83M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.74M
5
PWR icon
Quanta Services
PWR
+$3.47M

Sector Composition

1 Industrials 11.85%
2 Consumer Staples 7.71%
3 Consumer Discretionary 7.59%
4 Technology 5.94%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.35%
21,344
-2,142
77
$963K 0.33%
3,653
-691
78
$937K 0.32%
2
79
$913K 0.31%
8,230
+1,787
80
$908K 0.31%
6,369
-24,380
81
$897K 0.31%
6,613
-1,034
82
$817K 0.28%
9,520
+1,460
83
$805K 0.28%
2,146
+255
84
$805K 0.28%
45,243
-15,456
85
$800K 0.27%
37,792
-282
86
$711K 0.24%
9,170
-86
87
$707K 0.24%
8,654
+1,458
88
$686K 0.23%
12,260
+1,520
89
$679K 0.23%
52,462
-444
90
$678K 0.23%
36,731
-346
91
$589K 0.2%
2,244
+880
92
$581K 0.2%
14,895
-4,535
93
$556K 0.19%
1,599
+358
94
$550K 0.19%
1,722
-31
95
$521K 0.18%
1,571
+37
96
$508K 0.17%
28,513
-363
97
$504K 0.17%
983
+12
98
$486K 0.17%
4,900
-493
99
$486K 0.17%
15,027
-157
100
$483K 0.17%
2,024
-70
2 3
4
5 6