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
$400M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.48M
3
+$3.35M
4
TPR icon
Tapestry
TPR
+$3M
5
JBL icon
Jabil
JBL
+$2.98M

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
GOOG icon
101
Alphabet (Google) Class C
GOOG
$3.33T
$896K 0.22%
3,679
+487
SPY icon
102
SPDR S&P 500 ETF Trust
SPY
$683B
$887K 0.22%
1,331
-150
MUSA icon
103
Murphy USA
MUSA
$7.57B
$874K 0.22%
2,252
-14
AEP icon
104
American Electric Power
AEP
$65.3B
$865K 0.22%
7,686
+654
GE icon
105
GE Aerospace
GE
$332B
$847K 0.21%
2,817
ARCC icon
106
Ares Capital
ARCC
$14.8B
$800K 0.2%
39,206
+16,076
JEPI icon
107
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$786K 0.2%
13,773
-1,574
SNPS icon
108
Synopsys
SNPS
$84.6B
$781K 0.2%
1,583
-35
DUK icon
109
Duke Energy
DUK
$96.7B
$779K 0.19%
6,293
WFC icon
110
Wells Fargo
WFC
$271B
$769K 0.19%
9,178
-921
PIZ icon
111
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$462M
$752K 0.19%
15,763
COST icon
112
Costco
COST
$404B
$747K 0.19%
807
-2
ETN icon
113
Eaton
ETN
$151B
$739K 0.18%
1,974
-386
PHM icon
114
Pultegroup
PHM
$23B
$705K 0.18%
5,339
HTGC icon
115
Hercules Capital
HTGC
$3.22B
$651K 0.16%
34,447
+18,913
IRM icon
116
Iron Mountain
IRM
$29.9B
$636K 0.16%
6,239
-315
FOXA icon
117
Fox Class A
FOXA
$27.1B
$636K 0.16%
10,082
-5,266
BXSL icon
118
Blackstone Secured Lending
BXSL
$6.22B
$608K 0.15%
23,333
+13,466
VT icon
119
Vanguard Total World Stock ETF
VT
$55.6B
$603K 0.15%
4,377
+10
PEP icon
120
PepsiCo
PEP
$200B
$593K 0.15%
+4,225
TSLA icon
121
Tesla
TSLA
$1.53T
$585K 0.15%
1,315
+233
C icon
122
Citigroup
C
$177B
$578K 0.14%
5,696
-283
ACGL icon
123
Arch Capital
ACGL
$31.5B
$562K 0.14%
6,198
-57
IUSG icon
124
iShares Core S&P US Growth ETF
IUSG
$26.7B
$545K 0.14%
3,311
FTRI icon
125
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$104M
$543K 0.14%
35,739
-4,503
3 4
5
6 7