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
$311M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.1M
3
+$3.21M
4
WSM icon
Williams-Sonoma
WSM
+$3.15M
5
HRB icon
H&R Block
HRB
+$2.3M

Top Sells

1
+$9.04M
2
+$8.73M
3
+$5.79M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$5.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.04M

Sector Composition

1 Industrials 14.14%
2 Technology 12.55%
3 Consumer Discretionary 10.96%
4 Financials 6.93%
5 Consumer Staples 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$629K 0.2%
+14,541
102
$584K 0.19%
29,163
-1,156
103
$582K 0.19%
2,415
+44
104
$572K 0.18%
9,030
-165
105
$559K 0.18%
5,825
+972
106
$545K 0.18%
32,677
+4,057
107
$535K 0.17%
6,186
+3,453
108
$530K 0.17%
2,024
-127
109
$508K 0.16%
76,500
110
$507K 0.16%
+1,345
111
$499K 0.16%
4,849
-350
112
$493K 0.16%
10,019
-29
113
$491K 0.16%
2,894
-16,604
114
$481K 0.15%
728
+200
115
$474K 0.15%
407
+51
116
$471K 0.15%
48,608
-1,516
117
$470K 0.15%
1,042
-5
118
$469K 0.15%
3,329
-17
119
$469K 0.15%
4,653
+14
120
$468K 0.15%
6,299
+10
121
$461K 0.15%
8,398
-85
122
$453K 0.15%
853
+50
123
$440K 0.14%
15,885
-1,022
124
$440K 0.14%
737
+344
125
$439K 0.14%
4,872
-264
3 4
5
6 7