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
$311M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.1M
3
+$3.21M
4
WSM icon
Williams-Sonoma
WSM
+$3.15M
5
HRB icon
H&R Block
HRB
+$2.3M

Top Sells

1
+$9.04M
2
+$8.73M
3
+$5.79M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$5.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.04M

Sector Composition

1 Industrials 14.14%
2 Technology 12.55%
3 Consumer Discretionary 10.96%
4 Financials 6.93%
5 Consumer Staples 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.33%
3,471
-2,227
77
$1.02M 0.33%
6,552
-857
78
$1.01M 0.32%
+35,930
79
$978K 0.31%
5,461
-62
80
$958K 0.31%
1,860
+72
81
$958K 0.31%
8,783
-2,324
82
$927K 0.3%
2,045
-60
83
$901K 0.29%
18,200
+1,240
84
$896K 0.29%
13,089
-36
85
$888K 0.29%
10,957
+1,120
86
$868K 0.28%
2,035
+31
87
$859K 0.28%
5,461
+858
88
$851K 0.27%
9,070
+2,052
89
$837K 0.27%
4,809
-278
90
$827K 0.27%
5,542
-3,610
91
$823K 0.26%
22,297
-960
92
$800K 0.26%
25,177
-1,602
93
$796K 0.26%
7,552
-1,139
94
$792K 0.25%
1,710
+71
95
$781K 0.25%
60,003
-3,432
96
$740K 0.24%
5,191
+2,161
97
$708K 0.23%
10,119
-440
98
$677K 0.22%
10,437
+1,211
99
$657K 0.21%
11,139
+1,360
100
$644K 0.21%
2,236
+66
2 3
4
5 6