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
$384M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.79M
3
+$4.52M
4
APH icon
Amphenol
APH
+$3.76M
5
FIX icon
Comfort Systems
FIX
+$3.63M

Top Sells

1
+$5.89M
2
+$4.16M
3
+$3.9M
4
META icon
Meta Platforms (Facebook)
META
+$3.42M
5
MUSA icon
Murphy USA
MUSA
+$3.41M

Sector Composition

1 Technology 14.93%
2 Financials 11.05%
3 Industrials 10.66%
4 Consumer Discretionary 9.88%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPOL icon
76
iShares MSCI Poland ETF
EPOL
$447M
$1.79M 0.47%
55,392
+390
XOM icon
77
Exxon Mobil
XOM
$501B
$1.76M 0.46%
16,287
-769
EWY icon
78
iShares MSCI South Korea ETF
EWY
$7.21B
$1.72M 0.45%
+23,999
EZA icon
79
iShares MSCI South Africa ETF
EZA
$576M
$1.7M 0.44%
+31,670
HD icon
80
Home Depot
HD
$358B
$1.69M 0.44%
4,599
-458
KO icon
81
Coca-Cola
KO
$303B
$1.65M 0.43%
23,339
+2,943
GOOGL icon
82
Alphabet (Google) Class A
GOOGL
$3.73T
$1.53M 0.4%
8,661
+415
RSPT icon
83
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.02B
$1.47M 0.38%
36,133
-4,858
BRK.A icon
84
Berkshire Hathaway Class A
BRK.A
$1.08T
$1.46M 0.38%
2
ORCL icon
85
Oracle
ORCL
$546B
$1.35M 0.35%
6,157
-422
WM icon
86
Waste Management
WM
$86.9B
$1.28M 0.33%
5,593
+145
ABBV icon
87
AbbVie
ABBV
$395B
$1.21M 0.32%
6,521
-34
MA icon
88
Mastercard
MA
$514B
$1.19M 0.31%
2,112
+154
CSCO icon
89
Cisco
CSCO
$307B
$1.14M 0.3%
16,468
+2,514
SCI icon
90
Service Corp International
SCI
$11.1B
$1.06M 0.28%
13,061
TJX icon
91
TJX Companies
TJX
$173B
$1.05M 0.27%
8,511
+91
GILD icon
92
Gilead Sciences
GILD
$149B
$1.02M 0.27%
9,242
+1,092
TFC icon
93
Truist Financial
TFC
$63.8B
$958K 0.25%
22,280
MUSA icon
94
Murphy USA
MUSA
$7.61B
$922K 0.24%
2,266
-8,392
JNJ icon
95
Johnson & Johnson
JNJ
$510B
$918K 0.24%
6,012
+1,847
SPY icon
96
SPDR S&P 500 ETF Trust
SPY
$700B
$915K 0.24%
1,481
-1
JEPI icon
97
JPMorgan Equity Premium Income ETF
JEPI
$41.5B
$872K 0.23%
15,347
-956
FOXA icon
98
Fox Class A
FOXA
$31.6B
$860K 0.22%
15,348
-39,823
ETN icon
99
Eaton
ETN
$129B
$842K 0.22%
2,360
ORLY icon
100
O'Reilly Automotive
ORLY
$79.4B
$836K 0.22%
9,271
+166
2 3
4
5 6