MCM
Monument Capital Management Portfolio holdings
AUM
$384M
This Quarter Return
+9.67%
1 Year Return
+28.84%
3 Year Return
+108.4%
5 Year Return
+182.4%
10 Year Return
–
AUM
$190M
AUM Growth
+$190M
(+12%)
Cap. Flow
+$9.94M
Cap. Flow
% of AUM
5.24%
Top 10 Holdings %
Top 10 Hldgs %
28.2%
Holding
101
New
22
Increased
29
Reduced
39
Closed
10
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.51M |
| 2 |
Target
TGT
|
$2.53M |
| 3 |
TopBuild
BLD
|
$2.46M |
| 4 |
Quanta Services
PWR
|
$2.38M |
| 5 |
Dollar General
DG
|
$2.35M |
Top Sells
| 1 |
American Tower
AMT
|
$2.54M |
| 2 |
Ecolab
ECL
|
$2.48M |
| 3 |
Alliant Energy
LNT
|
$2.42M |
| 4 |
Fiserv
FI
|
$2.33M |
| 5 |
Southern Company
SO
|
$2.29M |
Sector Composition
| 1 | Consumer Discretionary | 9.84% |
| 2 | Consumer Staples | 9.81% |
| 3 | Technology | 9.43% |
| 4 | Industrials | 8.55% |
| 5 | Healthcare | 6.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Financial Select Sector SPDR Fund
XLF
$53.6B
| – | – |
-81,524
| Closed | -$1.89M |
|