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
$144M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.26M
3
+$2.98M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$2.21M
5
PRU icon
Prudential Financial
PRU
+$1.72M

Top Sells

1
+$3.88M
2
+$3.74M
3
+$3.64M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.63M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$3.55M

Sector Composition

1 Financials 15.78%
2 Industrials 13.98%
3 Technology 8.06%
4 Healthcare 7.77%
5 Utilities 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$41K 0.03%
706
102
$35K 0.02%
806
+1
103
$32K 0.02%
472
-533
104
$31K 0.02%
253
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105
$27K 0.02%
5,302
106
$25K 0.02%
188
+1
107
$24K 0.02%
852
-1,206
108
$24K 0.02%
232
109
$23K 0.02%
176
-13,598
110
$20K 0.01%
780
111
$19K 0.01%
313
112
$19K 0.01%
148
-227
113
$19K 0.01%
242
114
$19K 0.01%
733
115
$18K 0.01%
800
116
$17K 0.01%
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117
$14K 0.01%
350
118
$14K 0.01%
208
119
$12K 0.01%
6
120
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121
$10K 0.01%
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122
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234
+1
123
$9K 0.01%
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124
$9K 0.01%
44
125
$9K 0.01%
160
3 4
5
6 7