MCM

Monument Capital Management Portfolio holdings

AUM $399M
1-Year Est. Return 40.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$3.26M
3
+$3.04M
4
JBL icon
Jabil
JBL
+$2.99M
5
AU icon
AngloGold Ashanti
AU
+$2.8M

Top Sells

1
+$3.68M
2
+$3.67M
3
+$3.65M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$3.45M
5
RS icon
Reliance Steel & Aluminium
RS
+$2.97M

Sector Composition

1 Technology 14.57%
2 Financials 11.35%
3 Industrials 11.08%
4 Consumer Discretionary 10.1%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.93M 0.48%
11,918
-604
77
$1.89M 0.47%
29,491
-2,179
78
$1.84M 0.46%
2,416
-174
79
$1.74M 0.44%
4,300
-299
80
$1.74M 0.43%
+26,404
81
$1.7M 0.43%
6,057
-100
82
$1.66M 0.41%
51,539
-3,853
83
$1.62M 0.41%
14,408
-1,879
84
$1.51M 0.38%
2
85
$1.47M 0.37%
32,970
-3,163
86
$1.46M 0.36%
21,997
-1,342
87
$1.44M 0.36%
6,211
-310
88
$1.27M 0.32%
19,236
+6,703
89
$1.14M 0.28%
5,159
-434
90
$1.11M 0.28%
1,952
-160
91
$1.09M 0.27%
9,814
+572
92
$1.08M 0.27%
15,831
-637
93
$1.06M 0.27%
7,351
-1,160
94
$1.06M 0.26%
12,694
-367
95
$1.03M 0.26%
6,631
+1,889
96
$1.03M 0.26%
9,549
+278
97
$1.02M 0.25%
22,280
98
$997K 0.25%
9,921
+4,172
99
$997K 0.25%
11,878
+5,795
100
$963K 0.24%
5,278
+250
2 3
4
5 6