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
$347M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.69M
3
+$5.97M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$3.79M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.65M

Top Sells

1
+$16.1M
2
+$13.7M
3
+$8.42M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$6.27M
5
SMCI icon
Super Micro Computer
SMCI
+$3.63M

Sector Composition

1 Industrials 15.18%
2 Consumer Discretionary 12.55%
3 Technology 12.52%
4 Financials 7.76%
5 Energy 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.16M 0.33%
5,451
-10
77
$1.16M 0.33%
8,768
-15
78
$1.11M 0.32%
22,233
-6,798
79
$1.07M 0.31%
1,880
+20
80
$1.07M 0.31%
6,795
+1,253
81
$1.04M 0.3%
2,106
-807
82
$1.02M 0.29%
20,733
-44,293
83
$1.01M 0.29%
10,660
-705
84
$969K 0.28%
13,061
-28
85
$946K 0.27%
4,782
-27
86
$923K 0.27%
1,917
-118
87
$919K 0.26%
15,023
-3,852
88
$915K 0.26%
1,705
-5
89
$905K 0.26%
3,210
-261
90
$883K 0.25%
7,033
-519
91
$869K 0.25%
22,304
+7
92
$859K 0.25%
8,467
-603
93
$793K 0.23%
5,070
-121
94
$787K 0.23%
9,813
-306
95
$766K 0.22%
57,698
-2,305
96
$755K 0.22%
2,415
97
$710K 0.2%
21,571
-13,111
98
$710K 0.2%
9,692
-1,265
99
$680K 0.2%
9,030
100
$668K 0.19%
19,383
-5,794
2 3
4
5 6