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
$325M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.14M
3
+$6.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.89M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.58M

Top Sells

1
+$19.9M
2
+$12.7M
3
+$9.05M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.52M
5
EVR icon
Evercore
EVR
+$4.64M

Sector Composition

1 Financials 11.71%
2 Technology 11.66%
3 Consumer Discretionary 11.51%
4 Industrials 10.33%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.26M 0.39%
5,448
-126
77
$1.18M 0.36%
7,435
+1,016
78
$1.17M 0.36%
19,531
-2,813
79
$1.13M 0.35%
1,672
+2
80
$1.07M 0.33%
1,958
+17
81
$1.05M 0.32%
13,061
-15
82
$1.03M 0.32%
8,420
+46
83
$987K 0.3%
34,916
+12,171
84
$935K 0.29%
1,003
+25
85
$932K 0.29%
16,303
-2,341
86
$921K 0.28%
5,503
+2,342
87
$920K 0.28%
6,579
-130
88
$917K 0.28%
22,280
89
$913K 0.28%
8,150
+996
90
$870K 0.27%
9,105
-60
91
$861K 0.26%
13,954
-102
92
$829K 0.25%
1,482
+60
93
$804K 0.25%
850
+27
94
$766K 0.24%
4,612
-309
95
$749K 0.23%
8,343
+789
96
$738K 0.23%
400
-7
97
$715K 0.22%
9,962
98
$694K 0.21%
1,618
-21
99
$691K 0.21%
4,165
+2,042
100
$678K 0.21%
1,294
-494
2 3
4
5 6