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
$340M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.85M
3
+$4.73M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.03M
5
AMAT icon
Applied Materials
AMAT
+$3M

Top Sells

1
+$5.4M
2
+$3.88M
3
+$3.58M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.34M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.34M

Sector Composition

1 Technology 15.19%
2 Consumer Discretionary 12.41%
3 Industrials 11.28%
4 Financials 8.23%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$553K 0.16%
6,164
-57
102
$551K 0.16%
4,326
-28,088
103
$544K 0.16%
4,831
-604
104
$510K 0.15%
2,000
-1,210
105
$502K 0.15%
16,405
-5,166
106
$499K 0.15%
+23,550
107
$480K 0.14%
5,372
+3
108
$479K 0.14%
867
+14
109
$474K 0.14%
1,055
+13
110
$464K 0.14%
2,384
+331
111
$460K 0.14%
1,942
-107
112
$460K 0.14%
4,411
-260
113
$446K 0.13%
2,803
-431
114
$439K 0.13%
4,462
-191
115
$435K 0.13%
76,500
116
$431K 0.13%
2,595
117
$430K 0.13%
45,843
-751
118
$427K 0.13%
2,721
+9
119
$416K 0.12%
2,522
+222
120
$413K 0.12%
819
-16
121
$404K 0.12%
14,890
-335
122
$402K 0.12%
13,116
-247
123
$396K 0.12%
480
-4
124
$394K 0.12%
133
-3
125
$383K 0.11%
2,802
-1,453
3 4
5
6 7