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
$402M
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$4.95M
3
+$4.78M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.94M
5
AMAT icon
Applied Materials
AMAT
+$2.93M

Top Sells

1
+$4.81M
2
+$4.66M
3
+$4.2M
4
BKNG icon
Booking.com
BKNG
+$3.94M
5
UBER icon
Uber
UBER
+$3.41M

Sector Composition

1 Technology 14.66%
2 Industrials 11.3%
3 Financials 11.15%
4 Consumer Discretionary 8.79%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MUSA icon
101
Murphy USA
MUSA
$7.85B
$900K 0.22%
2,231
-21
SPY icon
102
State Street SPDR S&P 500 ETF Trust
SPY
$711B
$892K 0.22%
1,309
-22
GE icon
103
GE Aerospace
GE
$313B
$868K 0.22%
2,817
WFC icon
104
Wells Fargo
WFC
$280B
$855K 0.21%
9,178
CVX icon
105
Chevron
CVX
$342B
$854K 0.21%
5,606
-1,025
ORLY icon
106
O'Reilly Automotive
ORLY
$85.6B
$846K 0.21%
9,271
-278
BKNG icon
107
Booking.com
BKNG
$164B
$830K 0.21%
155
-735
FOXA icon
108
Fox Class A
FOXA
$31.9B
$776K 0.19%
10,618
+536
DUK icon
109
Duke Energy
DUK
$93.5B
$757K 0.19%
6,460
+167
SNPS icon
110
Synopsys
SNPS
$91.8B
$752K 0.19%
1,600
+17
ARCC icon
111
Ares Capital
ARCC
$14.5B
$732K 0.18%
36,166
-3,040
C icon
112
Citigroup
C
$201B
$696K 0.17%
5,963
+267
COST icon
113
Costco
COST
$423B
$691K 0.17%
801
-6
TSLA icon
114
Tesla
TSLA
$1.39T
$647K 0.16%
1,439
+124
VT icon
115
Vanguard Total World Stock ETF
VT
$62.4B
$629K 0.16%
4,456
+79
PHM icon
116
Pultegroup
PHM
$24B
$626K 0.16%
5,339
SPG icon
117
Simon Property Group
SPG
$60B
$616K 0.15%
3,325
+1,044
NUE icon
118
Nucor
NUE
$39.6B
$615K 0.15%
3,771
ETN icon
119
Eaton
ETN
$138B
$612K 0.15%
1,922
-52
NVS icon
120
Novartis
NVS
$286B
$605K 0.15%
4,386
+608
HSBC icon
121
HSBC
HSBC
$304B
$592K 0.15%
7,520
+4,397
HTGC icon
122
Hercules Capital
HTGC
$3.37B
$583K 0.15%
30,960
-3,487
ACGL icon
123
Arch Capital
ACGL
$34.1B
$579K 0.14%
6,035
-163
JEPI icon
124
JPMorgan Equity Premium Income ETF
JEPI
$42.9B
$579K 0.14%
10,109
-3,664
MO icon
125
Altria Group
MO
$100B
$575K 0.14%
9,967
-9,269
3 4
5
6 7