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
$363M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$4.64M
3
+$4.55M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.54M
5
LII icon
Lennox International
LII
+$3.05M

Top Sells

1
+$6.09M
2
+$5.04M
3
+$4.78M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$4.75M
5
WSM icon
Williams-Sonoma
WSM
+$4.27M

Sector Composition

1 Industrials 14.34%
2 Technology 12.85%
3 Financials 12.4%
4 Consumer Discretionary 11.4%
5 Consumer Staples 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$582K 0.16%
6,299
102
$573K 0.16%
26,182
-221
103
$542K 0.15%
4,613
-28
104
$534K 0.15%
4,577
-65
105
$522K 0.14%
6,071
-93
106
$518K 0.14%
+22,745
107
$513K 0.14%
4,341
-119
108
$513K 0.14%
76,500
109
$512K 0.14%
2,018
-23
110
$511K 0.14%
1,763
+17
111
$506K 0.14%
1,045
-9
112
$494K 0.14%
3,921
-124
113
$494K 0.14%
16,413
+8
114
$492K 0.14%
4,265
-372
115
$478K 0.13%
3,427
-171
116
$476K 0.13%
5,331
117
$465K 0.13%
2,786
-17
118
$463K 0.13%
+16,909
119
$462K 0.13%
2,001
120
$461K 0.13%
3,310
-508
121
$458K 0.13%
3,161
+21
122
$457K 0.13%
8,985
+2,419
123
$454K 0.13%
1,743
-359
124
$446K 0.12%
2,543
125
$443K 0.12%
851
-14
3 4
5
6 7