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
$146M
AUM Growth
+$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.97M
3
+$1.94M
4
PG icon
Procter & Gamble
PG
+$1.26M
5
SIGA icon
SIGA Technologies
SIGA
+$484K

Top Sells

1
+$2.84M
2
+$1.48M
3
+$1.47M
4
LYB icon
LyondellBasell Industries
LYB
+$384K
5
UNH icon
UnitedHealth
UNH
+$335K

Sector Composition

1 Industrials 15.67%
2 Financials 14.2%
3 Technology 9.39%
4 Healthcare 7.59%
5 Consumer Staples 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23K 0.02%
447
+3
102
$22K 0.02%
232
103
$19K 0.01%
525
104
$19K 0.01%
+780
105
$19K 0.01%
+313
106
$18K 0.01%
242
107
$18K 0.01%
2,485
108
$16K 0.01%
+733
109
$15K 0.01%
+209
110
$14K 0.01%
350
111
$13K 0.01%
208
112
$12K 0.01%
6
113
$12K 0.01%
800
114
$11K 0.01%
805
115
$11K 0.01%
77
+6
116
$9K 0.01%
67
-403
117
$9K 0.01%
200
118
$9K 0.01%
233
-1
119
$8K 0.01%
160
120
$8K 0.01%
160
121
$7K ﹤0.01%
84
122
$7K ﹤0.01%
394
123
$6K ﹤0.01%
116
124
$6K ﹤0.01%
44
125
$6K ﹤0.01%
1,000
2 3 4
5
6