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
$347M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.69M
3
+$5.97M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$3.79M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.65M

Top Sells

1
+$16.1M
2
+$13.7M
3
+$8.42M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$6.27M
5
SMCI icon
Super Micro Computer
SMCI
+$3.63M

Sector Composition

1 Industrials 15.18%
2 Consumer Discretionary 12.55%
3 Technology 12.52%
4 Financials 7.76%
5 Energy 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$632K 0.18%
4,255
-1,206
102
$614K 0.18%
2,160
-76
103
$602K 0.17%
6,221
+35
104
$601K 0.17%
5,435
+586
105
$600K 0.17%
1,318
-727
106
$588K 0.17%
28,254
-909
107
$582K 0.17%
6,299
108
$582K 0.17%
+5,266
109
$572K 0.16%
9,866
-153
110
$552K 0.16%
3,261
+398
111
$550K 0.16%
2,049
+25
112
$541K 0.16%
4,744
-92
113
$537K 0.15%
733
+5
114
$535K 0.15%
3,517
+188
115
$535K 0.15%
1,345
116
$521K 0.15%
4,653
117
$511K 0.15%
409
+2
118
$497K 0.14%
1,042
119
$496K 0.14%
853
120
$488K 0.14%
+5,369
121
$472K 0.14%
46,594
-2,014
122
$463K 0.13%
2,712
+51
123
$453K 0.13%
3,234
+66
124
$451K 0.13%
2,595
-55
125
$450K 0.13%
15,225
-660
3 4
5
6 7