MCM

Monument Capital Management Portfolio holdings

AUM $402M
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.48%
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
76
$1.79M 0.47%
55,392
+390
77
$1.76M 0.46%
16,287
-769
78
$1.72M 0.45%
+23,999
79
$1.7M 0.44%
+31,670
80
$1.69M 0.44%
4,599
-458
81
$1.65M 0.43%
23,339
+2,943
82
$1.53M 0.4%
8,661
+415
83
$1.47M 0.38%
36,133
-4,858
84
$1.46M 0.38%
2
85
$1.35M 0.35%
6,157
-422
86
$1.28M 0.33%
5,593
+145
87
$1.21M 0.32%
6,521
-34
88
$1.19M 0.31%
2,112
+154
89
$1.14M 0.3%
16,468
+2,514
90
$1.06M 0.28%
13,061
91
$1.05M 0.27%
8,511
+91
92
$1.02M 0.27%
9,242
+1,092
93
$958K 0.25%
22,280
94
$922K 0.24%
2,266
-8,392
95
$918K 0.24%
6,012
+1,847
96
$915K 0.24%
1,481
-1
97
$872K 0.23%
15,347
-956
98
$860K 0.22%
15,348
-39,823
99
$842K 0.22%
2,360
100
$836K 0.22%
9,271
+166
2 3
4
5 6