MCM
Monument Capital Management Portfolio holdings
AUM
$399M
1-Year Est. Return
40.06%
This Fund
S&P 500
1 Year Est. Return
+40.06%
AUM
$399M
AUM Growth
-$2.86M
(-0.71%)
Holding
250
Top Buys
| 1 | +$6.82M | |
| 2 | +$5.24M | |
| 3 | +$5.07M | |
| 4 |
iShares North American Natural Resources ETF
IGE
|
+$4.68M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$4.53M |
Top Sells
| 1 | +$6.96M | |
| 2 | +$6.36M | |
| 3 | +$5.58M | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$4.95M |
| 5 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$4.9M |
Sector Composition
| 1 | Industrials | 15.06% |
| 2 | Technology | 14.4% |
| 3 | Healthcare | 8.89% |
| 4 | Financials | 8.83% |
| 5 | Consumer Discretionary | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Verizon
VZ
$201B
| $874K | 0.22% |
17,417
+9,332
|
|
||
102
Mastercard
MA
$438B
| $853K | 0.21% |
1,707
-258
|
|
||
103
O'Reilly Automotive
ORLY
$80.9B
| $846K | 0.21% |
9,170
-101
|
|
||
104
State Street SPDR S&P 500 ETF Trust
SPY
$736B
| $843K | 0.21% |
1,296
-13
|
|
||
105
Palantir
PLTR
$345B
| $824K | 0.21% |
5,630
+289
|
|
||
106
GE Aerospace
GE
$299B
| $815K | 0.2% |
2,873
+56
|
|
||
107
Novartis
NVS
$280B
| $775K | 0.19% |
5,076
+690
|
|
||
108
Duke Energy
DUK
$100B
| $766K | 0.19% |
5,852
-608
|
|
||
109
Wells Fargo
WFC
$248B
| $723K | 0.18% |
9,087
-91
|
|
||
110
NextEra Energy
NEE
$202B
| $716K | 0.18% |
7,711
+921
|
|
||
111
Citigroup
C
$217B
| $678K | 0.17% |
5,976
+13
|
|
||
112
Vanguard Total World Stock ETF
VT
$68.5B
| $663K | 0.17% |
4,791
+335
|
|
||
113
Marathon Petroleum
MPC
$72.5B
| $660K | 0.17% |
2,703
+2
|
|
||
114
Western Digital
WDC
$146B
| $655K | 0.16% |
+2,423
|
|
||
115
TotalEnergies
TTE
$198B
| $655K | 0.16% |
7,196
-49
|
|
||
116
Ares Capital
ARCC
$13.8B
| $645K | 0.16% |
35,801
-365
|
|
||
117
Synopsys
SNPS
$93.7B
| $634K | 0.16% |
1,598
-2
|
|
||
118
HSBC
HSBC
$315B
| $627K | 0.16% |
7,601
+81
|
|
||
119
Pultegroup
PHM
$22.7B
| $625K | 0.16% |
5,316
-23
|
|
||
120
Nucor
NUE
$51.5B
| $623K | 0.16% |
3,686
-85
|
|
||
121
Newmont
NEM
$116B
| $617K | 0.15% |
5,699
+2,884
|
|
||
122
Simon Property Group
SPG
$65.8B
| $617K | 0.15% |
3,306
-19
|
|
||
123
Lockheed Martin
LMT
$118B
| $595K | 0.15% |
984
+60
|
|
||
124
Eaton
ETN
$165B
| $593K | 0.15% |
1,657
-265
|
|
||
125
Oracle
ORCL
$494B
| $588K | 0.15% |
3,997
-1,556
|
|