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
$267M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.07M
3
+$7.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.46M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.86M

Top Sells

1
+$43.8M
2
+$2.52M
3
+$1.38M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$899K
5
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$816K

Sector Composition

1 Industrials 13.18%
2 Consumer Discretionary 9.02%
3 Technology 6.73%
4 Consumer Staples 6.63%
5 Financials 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$454K 0.17%
+5,393
102
$452K 0.17%
892
-269
103
$441K 0.17%
971
+465
104
$439K 0.16%
7,196
+1,236
105
$435K 0.16%
76,500
106
$432K 0.16%
15,184
-5,459
107
$428K 0.16%
5,427
+263
108
$426K 0.16%
+1,534
109
$425K 0.16%
3,758
+713
110
$423K 0.16%
16,546
-7,090
111
$400K 0.15%
4,034
-1,092
112
$378K 0.14%
+2,013
113
$374K 0.14%
31,563
-3,459
114
$374K 0.14%
3,906
-1,534
115
$366K 0.14%
+1,880
116
$353K 0.13%
1,241
+401
117
$350K 0.13%
+1,585
118
$345K 0.13%
+7,350
119
$344K 0.13%
+1,906
120
$328K 0.12%
4,608
-1,162
121
$325K 0.12%
+692
122
$308K 0.12%
1,364
+128
123
$305K 0.11%
+1,104
124
$305K 0.11%
3,176
-784
125
$301K 0.11%
2,685
+107
3 4
5
6 7