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
$362M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.04M
3
+$4.75M
4
FIX icon
Comfort Systems
FIX
+$3.78M
5
GDDY icon
GoDaddy
GDDY
+$2.97M

Top Sells

1
+$5.78M
2
+$5.32M
3
+$5.01M
4
SMCI icon
Super Micro Computer
SMCI
+$3.8M
5
PSX icon
Phillips 66
PSX
+$2.76M

Sector Composition

1 Industrials 13.58%
2 Consumer Discretionary 12.33%
3 Technology 11.96%
4 Financials 10.93%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$558K 0.15%
9,884
-18
102
$555K 0.15%
4,641
-190
103
$555K 0.15%
5,331
-41
104
$553K 0.15%
26,403
-1,644
105
$550K 0.15%
4,637
-149
106
$540K 0.15%
36,189
+9,323
107
$535K 0.15%
2,041
+99
108
$535K 0.15%
865
-2
109
$534K 0.15%
1,054
-1
110
$532K 0.15%
1,746
-254
111
$531K 0.15%
16,405
112
$529K 0.15%
2,803
113
$518K 0.14%
4,045
-366
114
$514K 0.14%
6,133
+1,266
115
$504K 0.14%
3,818
-508
116
$493K 0.14%
4,460
-2
117
$492K 0.14%
76,500
118
$462K 0.13%
3,140
-3,179
119
$449K 0.12%
2,543
-52
120
$447K 0.12%
781
-38
121
$440K 0.12%
2,269
-189
122
$438K 0.12%
3,920
+93
123
$421K 0.12%
+19,661
124
$420K 0.12%
912
-1
125
$403K 0.11%
128
-5
3 4
5
6 7