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
$314M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$12.7M
3
+$9.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.95M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.98M

Top Sells

1
+$20.6M
2
+$19.1M
3
+$10.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.52M
5
CVS icon
CVS Health
CVS
+$2.37M

Sector Composition

1 Industrials 16.69%
2 Technology 10.97%
3 Consumer Discretionary 7.67%
4 Consumer Staples 5.65%
5 Materials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$475K 0.15%
2,360
+66
102
$474K 0.15%
11,117
+4,292
103
$474K 0.15%
4,785
-80
104
$473K 0.15%
3,953
105
$473K 0.15%
8,883
-38,872
106
$471K 0.15%
+7,330
107
$469K 0.15%
4,925
+1,045
108
$468K 0.15%
6,246
109
$465K 0.15%
2,780
-40
110
$465K 0.15%
+7,424
111
$463K 0.15%
2,050
+261
112
$455K 0.15%
1,823
+4
113
$445K 0.14%
6,719
-8,220
114
$427K 0.14%
3,228
-283
115
$426K 0.14%
+4,503
116
$421K 0.13%
808
-5
117
$418K 0.13%
30,152
-1,128
118
$400K 0.13%
3,512
-138
119
$393K 0.13%
3,247
120
$391K 0.12%
879
+13
121
$386K 0.12%
+2,332
122
$373K 0.12%
1,065
+1
123
$368K 0.12%
4,011
+361
124
$362K 0.12%
145
-14
125
$359K 0.11%
+1,281
3 4
5
6 7