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
$294M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.23M
3
+$4.28M
4
PII icon
Polaris
PII
+$2.57M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.02M

Top Sells

1
+$9.33M
2
+$2.63M
3
+$889K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$799K
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$593K

Sector Composition

1 Industrials 13.85%
2 Consumer Discretionary 12.41%
3 Financials 7.53%
4 Technology 4.99%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$548K 0.19%
1,614
+28
102
$540K 0.18%
5,302
-329
103
$525K 0.18%
3,251
+416
104
$505K 0.17%
79,000
105
$502K 0.17%
2,362
+86
106
$489K 0.17%
2,117
+45
107
$477K 0.16%
11,084
+1,934
108
$462K 0.16%
+9,069
109
$458K 0.16%
6,760
+94
110
$455K 0.15%
+2,691
111
$432K 0.15%
5,015
+1,426
112
$428K 0.15%
3,892
-7,264
113
$425K 0.14%
3,296
-299
114
$423K 0.14%
5,385
+1,090
115
$416K 0.14%
20,090
-19,870
116
$412K 0.14%
7,728
+1,031
117
$365K 0.12%
4,865
+908
118
$340K 0.12%
6,298
+564
119
$325K 0.11%
1,185
120
$325K 0.11%
6,690
+940
121
$318K 0.11%
1,223
+230
122
$318K 0.11%
4,280
-361
123
$317K 0.11%
490
+105
124
$306K 0.1%
1,373
+26
125
$299K 0.1%
5,086
3 4
5
6 7