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
$178M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.68M
3
+$1.33M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.06M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$410K

Top Sells

1
+$1.09M
2
+$57K
3
+$57K
4
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$56K
5
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
+$56K

Sector Composition

1 Financials 14.31%
2 Industrials 14.15%
3 Technology 9.14%
4 Healthcare 8.03%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$102K 0.06%
+7,100
102
$100K 0.06%
4,056
+92
103
$99K 0.06%
340
+150
104
$98K 0.06%
2,858
+982
105
$94K 0.05%
+5,600
106
$91K 0.05%
1,700
+1,500
107
$86K 0.05%
+53,700
108
$85K 0.05%
+1,100
109
$84K 0.05%
+3,982
110
$81K 0.05%
+3,500
111
$78K 0.04%
1,852
-4
112
$77K 0.04%
713
+200
113
$75K 0.04%
+2,600
114
$74K 0.04%
+1,730
115
$74K 0.04%
1,633
+1,399
116
$74K 0.04%
2,360
+811
117
$74K 0.04%
+4,967
118
$69K 0.04%
+3,000
119
$68K 0.04%
2,006
+689
120
$67K 0.04%
178
-19
121
$66K 0.04%
401
+357
122
$58K 0.03%
700
123
$56K 0.03%
+1,500
124
$55K 0.03%
90
125
$54K 0.03%
+200
3 4
5
6 7