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
$340M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.85M
3
+$4.73M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.03M
5
AMAT icon
Applied Materials
AMAT
+$3M

Top Sells

1
+$5.4M
2
+$3.88M
3
+$3.58M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.34M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.34M

Sector Composition

1 Technology 15.19%
2 Consumer Discretionary 12.41%
3 Industrials 11.28%
4 Financials 8.23%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$988K 0.29%
6,319
-476
77
$962K 0.28%
1,768
-9,920
78
$950K 0.28%
6,725
-308
79
$949K 0.28%
1,863
-243
80
$929K 0.27%
13,061
81
$912K 0.27%
8,282
-185
82
$869K 0.26%
9,694
-119
83
$867K 0.25%
22,304
84
$808K 0.24%
1,831
-86
85
$792K 0.23%
5,218
+148
86
$757K 0.22%
2,415
87
$744K 0.22%
4,705
-77
88
$739K 0.22%
57,005
-693
89
$681K 0.2%
801
+68
90
$674K 0.2%
3,673
+156
91
$660K 0.19%
4,786
+42
92
$643K 0.19%
2,059
-101
93
$636K 0.19%
6,299
94
$631K 0.19%
17,666
-1,717
95
$624K 0.18%
8,865
-165
96
$606K 0.18%
407
-2
97
$590K 0.17%
1,264
-54
98
$588K 0.17%
9,902
+36
99
$585K 0.17%
28,047
-207
100
$578K 0.17%
12,159
-10,074
2 3
4
5 6