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
$298M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$7.22M
3
+$4.04M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.92M
5
PCAR icon
PACCAR
PCAR
+$2.84M

Top Sells

1
+$18.8M
2
+$8.48M
3
+$4.03M
4
AOS icon
A.O. Smith
AOS
+$2.91M
5
CVX icon
Chevron
CVX
+$2.88M

Sector Composition

1 Industrials 14.57%
2 Technology 11.39%
3 Consumer Discretionary 7.38%
4 Energy 6.83%
5 Financials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$921K 0.31%
8,691
-308
77
$861K 0.29%
2,105
-4,329
78
$842K 0.28%
5,523
-15,494
79
$821K 0.28%
1,788
+40
80
$801K 0.27%
+63,435
81
$799K 0.27%
6,283
+641
82
$795K 0.27%
5,087
-25,758
83
$794K 0.27%
2,004
+146
84
$768K 0.26%
26,779
-2,629
85
$750K 0.25%
13,125
-114
86
$738K 0.25%
16,960
+550
87
$737K 0.25%
9,837
-456
88
$718K 0.24%
4,603
-15,348
89
$713K 0.24%
1,639
-33
90
$665K 0.22%
23,257
-363
91
$628K 0.21%
10,559
-1,250
92
$624K 0.21%
7,018
+731
93
$590K 0.2%
30,319
-5,787
94
$583K 0.2%
2,170
+687
95
$557K 0.19%
9,195
-135
96
$552K 0.19%
4,216
+263
97
$544K 0.18%
3,493
+1,161
98
$530K 0.18%
9,226
+751
99
$506K 0.17%
8,031
+701
100
$506K 0.17%
2,371
+11
2 3
4
5 6