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
$292M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$7.08M
3
+$4.8M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.79M
5
XOM icon
Exxon Mobil
XOM
+$2.47M

Top Sells

1
+$16.2M
2
+$7.01M
3
+$5.83M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.74M
5
PWR icon
Quanta Services
PWR
+$3.47M

Sector Composition

1 Industrials 11.85%
2 Consumer Staples 7.71%
3 Consumer Discretionary 7.59%
4 Technology 5.94%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$480K 0.16%
2,904
-1,905
102
$478K 0.16%
6,639
+2,031
103
$451K 0.15%
827
+135
104
$446K 0.15%
810
-82
105
$441K 0.15%
5,112
-315
106
$431K 0.15%
3,324
-960
107
$428K 0.15%
7,605
+255
108
$425K 0.15%
1,928
+22
109
$421K 0.14%
16,333
-213
110
$412K 0.14%
9,975
-2,853
111
$407K 0.14%
4,058
+24
112
$400K 0.14%
1,728
+143
113
$395K 0.14%
28,810
-3,204
114
$389K 0.13%
76,500
115
$379K 0.13%
1,904
-109
116
$377K 0.13%
1,761
+454
117
$376K 0.13%
+24,969
118
$372K 0.13%
3,705
-16,702
119
$358K 0.12%
4,056
+150
120
$358K 0.12%
1,064
-40
121
$349K 0.12%
31,335
-228
122
$345K 0.12%
140
+12
123
$326K 0.11%
+4,093
124
$325K 0.11%
3,872
-2,569
125
$317K 0.11%
2,682
-2
3 4
5
6 7