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
$265M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$2.52M
3
+$2.19M
4
UGI icon
UGI
UGI
+$1.64M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.38M

Top Sells

1
+$15.3M
2
+$11.6M
3
+$11.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.64M
5
PII icon
Polaris
PII
+$2.02M

Sector Composition

1 Industrials 12.1%
2 Consumer Discretionary 7.81%
3 Technology 6.31%
4 Financials 6.16%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$467K 0.18%
5,120
+921
102
$466K 0.18%
30,730
-3,690
103
$444K 0.17%
5,770
+2,276
104
$441K 0.17%
5,164
+243
105
$433K 0.16%
3,960
-1,460
106
$416K 0.16%
+5,960
107
$403K 0.15%
1,797
-990
108
$389K 0.15%
3,045
+46
109
$362K 0.14%
+1,304
110
$354K 0.13%
4,574
-141
111
$333K 0.13%
2,956
-6
112
$323K 0.12%
8,239
-5,360
113
$323K 0.12%
6,650
-1,540
114
$316K 0.12%
32,887
115
$309K 0.12%
+144
116
$306K 0.12%
2,427
+66
117
$306K 0.12%
3,353
+973
118
$301K 0.11%
+1,236
119
$298K 0.11%
1,090
-254
120
$294K 0.11%
2,578
+502
121
$289K 0.11%
+7,723
122
$285K 0.11%
+2,448
123
$284K 0.11%
2,982
-69
124
$283K 0.11%
+3,116
125
$278K 0.1%
+2,423
3 4
5
6 7