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
$322M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$6.43M
3
+$5.21M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.47M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.6M

Top Sells

1
+$9.29M
2
+$3M
3
+$2.26M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.24M
5
LAD icon
Lithia Motors
LAD
+$1.96M

Sector Composition

1 Industrials 13.11%
2 Consumer Discretionary 9.9%
3 Financials 6.85%
4 Technology 5.55%
5 Consumer Staples 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$614K 0.19%
2,223
+106
102
$600K 0.19%
20,390
+300
103
$572K 0.18%
1,913
-417
104
$558K 0.17%
76,500
-2,500
105
$553K 0.17%
18,051
-5,709
106
$547K 0.17%
1,625
+11
107
$546K 0.17%
4,229
-1,068
108
$523K 0.16%
5,607
+222
109
$499K 0.15%
6,908
+148
110
$477K 0.15%
7,170
+480
111
$473K 0.15%
4,404
-898
112
$472K 0.15%
9,137
+68
113
$445K 0.14%
7,025
+2,341
114
$425K 0.13%
2,323
-973
115
$375K 0.12%
+2,162
116
$370K 0.11%
738
+3
117
$363K 0.11%
1,187
+2
118
$347K 0.11%
6,735
-993
119
$332K 0.1%
489
-1
120
$317K 0.1%
2,709
-1
121
$307K 0.1%
5,011
-75
122
$300K 0.09%
1,908
+243
123
$299K 0.09%
3,503
-429
124
$298K 0.09%
1,375
+2
125
$283K 0.09%
1,687
3 4
5
6 7