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
$299M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$5.1M
3
+$4.68M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$2.69M
5
GD icon
General Dynamics
GD
+$2.42M

Top Sells

1
+$9.41M
2
+$9.23M
3
+$7.11M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$4.36M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.79M

Sector Composition

1 Industrials 14.8%
2 Technology 7.18%
3 Consumer Discretionary 7.16%
4 Consumer Staples 7.02%
5 Materials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$844K 0.28%
4,539
+1,635
77
$820K 0.27%
8,820
+166
78
$805K 0.27%
23,593
-416
79
$800K 0.27%
1,694
-916
80
$750K 0.25%
42,035
+4,243
81
$730K 0.24%
+9,095
82
$706K 0.24%
38,109
-7,134
83
$688K 0.23%
37,627
+896
84
$669K 0.22%
1,732
+10
85
$658K 0.22%
10,385
-7,332
86
$643K 0.22%
12,162
-12,352
87
$637K 0.21%
1,752
+153
88
$620K 0.21%
+10,586
89
$580K 0.19%
5,611
+1,739
90
$563K 0.19%
2,327
+83
91
$557K 0.19%
30,458
+1,945
92
$550K 0.18%
2,259
+331
93
$507K 0.17%
8,955
+1,350
94
$507K 0.17%
4,865
-35
95
$504K 0.17%
2,639
+878
96
$502K 0.17%
3,511
+187
97
$502K 0.17%
76,500
98
$501K 0.17%
12,268
-10,244
99
$489K 0.16%
3,650
-2,963
100
$481K 0.16%
5,228
+116
2 3
4
5 6