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
$249M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$6.45M
3
+$6.17M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$3.64M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.47M

Top Sells

1
+$4.21M
2
+$2.91M
3
+$2.67M
4
V icon
Visa
V
+$2.58M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.53M

Sector Composition

1 Industrials 14.75%
2 Consumer Discretionary 8.46%
3 Consumer Staples 6.63%
4 Technology 5.84%
5 Financials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$241K 0.1%
+1,820
102
$230K 0.09%
+645
103
$230K 0.09%
441
-6
104
$215K 0.09%
+842
105
$208K 0.08%
2,755
+74
106
$203K 0.08%
5,616
-58,187
107
$203K 0.08%
2,756
-29,084
108
– –
-41,026
109
– –
-29,256
110
– –
-31,228
111
– –
-49,814
112
– –
-45,731
113
– –
-9,548
1 2 3 4
5