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
$299M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$5.1M
3
+$4.68M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$2.69M
5
GD icon
General Dynamics
GD
+$2.42M

Top Sells

1
+$9.41M
2
+$9.23M
3
+$7.11M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$4.36M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.79M

Sector Composition

1 Industrials 14.8%
2 Technology 7.18%
3 Consumer Discretionary 7.16%
4 Consumer Staples 7.02%
5 Materials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$468K 0.16%
813
+3
102
$464K 0.16%
+4,082
103
$463K 0.15%
1,819
+91
104
$460K 0.15%
1,291
-855
105
$454K 0.15%
5,794
+1,701
106
$447K 0.15%
16,100
-780
107
$438K 0.15%
10,829
-4,066
108
$427K 0.14%
31,280
+2,470
109
$425K 0.14%
2,820
-11,248
110
$424K 0.14%
6,246
+1,265
111
$410K 0.14%
3,953
-103
112
$404K 0.14%
3,799
-19,711
113
$398K 0.13%
866
-117
114
$393K 0.13%
2,294
+366
115
$391K 0.13%
159
+19
116
$386K 0.13%
5,567
-1,072
117
$366K 0.12%
+3,880
118
$358K 0.12%
1,789
-115
119
$347K 0.12%
1,064
120
$343K 0.11%
3,650
+967
121
$338K 0.11%
3,247
+59
122
$309K 0.1%
2,210
+525
123
$305K 0.1%
3,567
+432
124
$281K 0.09%
+1,175
125
$281K 0.09%
11,012
3 4
5
6 7