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
$298M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$7.22M
3
+$4.04M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.92M
5
PCAR icon
PACCAR
PCAR
+$2.84M

Top Sells

1
+$18.8M
2
+$8.48M
3
+$4.03M
4
AOS icon
A.O. Smith
AOS
+$2.91M
5
CVX icon
Chevron
CVX
+$2.88M

Sector Composition

1 Industrials 14.57%
2 Technology 11.39%
3 Consumer Discretionary 7.38%
4 Energy 6.83%
5 Financials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$501K 0.17%
6,289
+43
102
$499K 0.17%
9,779
+824
103
$499K 0.17%
+28,620
104
$495K 0.17%
2,151
+12
105
$484K 0.16%
5,199
-227
106
$479K 0.16%
2,302
+252
107
$449K 0.15%
3,110
-18,566
108
$443K 0.15%
4,853
+68
109
$441K 0.15%
3,346
+99
110
$437K 0.15%
8,483
-400
111
$432K 0.15%
76,500
112
$426K 0.14%
2,676
-738
113
$421K 0.14%
+5,136
114
$416K 0.14%
2,750
-30
115
$411K 0.14%
10,048
-1,069
116
$411K 0.14%
4,335
+324
117
$406K 0.14%
803
-5
118
$404K 0.14%
+14,753
119
$403K 0.14%
+50,124
120
$403K 0.14%
4,639
+136
121
$397K 0.13%
+20,151
122
$387K 0.13%
11,677
-7,528
123
$387K 0.13%
1,259
+147
124
$385K 0.13%
+17,985
125
$382K 0.13%
+16,907
3 4
5
6 7