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
$363M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$4.64M
3
+$4.55M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.54M
5
LII icon
Lennox International
LII
+$3.05M

Top Sells

1
+$6.09M
2
+$5.04M
3
+$4.78M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$4.75M
5
WSM icon
Williams-Sonoma
WSM
+$4.27M

Sector Composition

1 Industrials 14.34%
2 Technology 12.85%
3 Financials 12.4%
4 Consumer Discretionary 11.4%
5 Consumer Staples 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.3%
18,644
+432
77
$1.04M 0.29%
13,076
+15
78
$1.02M 0.28%
1,941
+110
79
$1.01M 0.28%
8,374
+1
80
$967K 0.27%
22,280
81
$952K 0.26%
1,670
82
$934K 0.26%
8,889
-218
83
$904K 0.25%
1,788
-513
84
$872K 0.24%
+978
85
$848K 0.23%
4,921
-65
86
$833K 0.23%
1,422
-163
87
$832K 0.23%
14,056
+2,947
88
$810K 0.22%
407
89
$801K 0.22%
2,415
90
$796K 0.22%
1,639
-75
91
$773K 0.21%
6,419
+3,257
92
$754K 0.21%
823
-18
93
$751K 0.21%
7,554
-481
94
$725K 0.2%
9,165
+390
95
$700K 0.19%
9,962
+78
96
$679K 0.19%
3,565
+1
97
$661K 0.18%
7,154
+1,021
98
$654K 0.18%
1,345
+38
99
$643K 0.18%
17,717
+51
100
$643K 0.18%
53,455
+1,088
2 3
4
5 6