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
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$7.24M
3
+$5.31M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.12M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.96M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.3%
2 Financials 13.28%
3 Technology 11.22%
4 Healthcare 7.26%
5 Consumer Staples 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11K 0.01%
+800
102
$11K 0.01%
+234
103
$10K 0.01%
+200
104
$10K 0.01%
+805
105
$10K 0.01%
+6
106
$9K 0.01%
+116
107
$8K 0.01%
+394
108
$8K 0.01%
+160
109
$8K 0.01%
+160
110
$7K ﹤0.01%
+84
111
$7K ﹤0.01%
+44
112
$4K ﹤0.01%
+1,000
113
$4K ﹤0.01%
+19
114
$3K ﹤0.01%
+113
115
$2K ﹤0.01%
+200
116
$2K ﹤0.01%
+200
117
$1K ﹤0.01%
+20
118
$1K ﹤0.01%
+30
119
$1K ﹤0.01%
+22
120
$0 ﹤0.01%
+34
121
$0 ﹤0.01%
+3,028
122
$0 ﹤0.01%
+3
123
$0 ﹤0.01%
+1
124
$0 ﹤0.01%
+16
125
$0 ﹤0.01%
+1
2 3 4
5
6