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
$362M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.04M
3
+$4.75M
4
FIX icon
Comfort Systems
FIX
+$3.78M
5
GDDY icon
GoDaddy
GDDY
+$2.97M

Top Sells

1
+$5.78M
2
+$5.32M
3
+$5.01M
4
SMCI icon
Super Micro Computer
SMCI
+$3.8M
5
PSX icon
Phillips 66
PSX
+$2.76M

Sector Composition

1 Industrials 13.58%
2 Consumer Discretionary 12.33%
3 Technology 11.96%
4 Financials 10.93%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.08M 0.3%
9,107
-587
77
$1.03M 0.29%
13,061
78
$984K 0.27%
8,373
+91
79
$953K 0.26%
22,280
-24
80
$912K 0.25%
8,035
-573
81
$909K 0.25%
1,585
-183
82
$904K 0.25%
1,831
83
$868K 0.24%
1,714
-60
84
$843K 0.23%
4,986
-232
85
$826K 0.23%
1,670
-26
86
$800K 0.22%
2,415
87
$791K 0.22%
407
88
$764K 0.21%
1,307
+43
89
$746K 0.21%
841
+40
90
$706K 0.2%
52,367
-4,638
91
$705K 0.19%
6,299
92
$698K 0.19%
4,642
-63
93
$677K 0.19%
2,102
+43
94
$674K 0.19%
8,775
-90
95
$669K 0.19%
17,666
96
$637K 0.18%
6,164
97
$596K 0.16%
3,564
-109
98
$596K 0.16%
23,550
99
$591K 0.16%
11,109
-1,050
100
$586K 0.16%
3,598
-14,612
2 3
4
5 6