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
$314M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$12.7M
3
+$9.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.95M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.98M

Top Sells

1
+$20.6M
2
+$19.1M
3
+$10.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.52M
5
CVS icon
CVS Health
CVS
+$2.37M

Sector Composition

1 Industrials 16.69%
2 Technology 10.97%
3 Consumer Discretionary 7.67%
4 Consumer Staples 5.65%
5 Materials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$896K 0.29%
29,408
-10,417
77
$855K 0.27%
13,239
-33,732
78
$848K 0.27%
40,770
-1,265
79
$793K 0.25%
10,293
-709
80
$761K 0.24%
1,748
+16
81
$735K 0.23%
5,642
+31
82
$731K 0.23%
1,858
+106
83
$717K 0.23%
23,620
+27
84
$714K 0.23%
1,672
+381
85
$704K 0.22%
19,205
+6,937
86
$694K 0.22%
16,410
+310
87
$678K 0.22%
36,106
-1,521
88
$671K 0.21%
11,809
-353
89
$656K 0.21%
3,160
+521
90
$615K 0.2%
3,414
-1,125
91
$600K 0.19%
10,042
-343
92
$594K 0.19%
9,330
+375
93
$563K 0.18%
3,874
+1,867
94
$546K 0.17%
29,222
-1,236
95
$535K 0.17%
2,139
-120
96
$533K 0.17%
6,287
+493
97
$526K 0.17%
5,426
+198
98
$514K 0.16%
76,500
99
$509K 0.16%
+8,475
100
$494K 0.16%
+8,955
2 3
4
5 6