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
$325M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.14M
3
+$6.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.89M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.58M

Top Sells

1
+$19.9M
2
+$12.7M
3
+$9.05M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.52M
5
EVR icon
Evercore
EVR
+$4.64M

Sector Composition

1 Financials 11.71%
2 Technology 11.66%
3 Consumer Discretionary 11.51%
4 Industrials 10.33%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$665K 0.2%
17,453
-264
102
$641K 0.2%
2,360
-55
103
$631K 0.19%
47,643
-5,812
104
$606K 0.19%
6,299
105
$598K 0.18%
4,341
106
$591K 0.18%
4,612
+1,444
107
$586K 0.18%
5,303
-28
108
$569K 0.17%
2,843
+57
109
$556K 0.17%
1,778
+15
110
$545K 0.17%
4,526
-51
111
$532K 0.16%
24,022
-2,160
112
$530K 0.16%
1,186
-159
113
$528K 0.16%
3,447
-474
114
$523K 0.16%
4,508
-105
115
$514K 0.16%
965
+53
116
$505K 0.16%
1,620
-123
117
$503K 0.15%
3,218
-347
118
$492K 0.15%
3,380
-47
119
$484K 0.15%
1,951
-67
120
$483K 0.15%
4,340
+513
121
$477K 0.15%
125
122
$470K 0.14%
76,500
123
$464K 0.14%
2,543
124
$445K 0.14%
1,599
+49
125
$444K 0.14%
5,258
-330
3 4
5
6 7