MCM

Monument Capital Management Portfolio holdings

AUM $402M
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.79M
3
+$4.52M
4
APH icon
Amphenol
APH
+$3.76M
5
FIX icon
Comfort Systems
FIX
+$3.63M

Top Sells

1
+$5.89M
2
+$4.16M
3
+$3.9M
4
META icon
Meta Platforms (Facebook)
META
+$3.42M
5
MUSA icon
Murphy USA
MUSA
+$3.41M

Sector Composition

1 Technology 14.93%
2 Financials 11.05%
3 Industrials 10.66%
4 Consumer Discretionary 9.88%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$830K 0.22%
1,618
102
$809K 0.21%
10,099
+137
103
$801K 0.21%
809
-41
104
$743K 0.19%
+6,293
105
$735K 0.19%
12,533
+7,125
106
$730K 0.19%
7,032
+3,124
107
$725K 0.19%
2,817
-26
108
$724K 0.19%
15,763
-1,690
109
$720K 0.19%
394
-6
110
$685K 0.18%
5,028
-230
111
$679K 0.18%
4,742
-761
112
$672K 0.18%
6,554
+3,001
113
$577K 0.15%
5,749
+446
114
$573K 0.15%
40,242
-7,401
115
$572K 0.15%
4,209
+1,931
116
$570K 0.15%
6,255
-44
117
$566K 0.15%
3,192
-26
118
$563K 0.15%
5,339
-37,013
119
$561K 0.15%
4,367
-141
120
$550K 0.14%
4,244
-282
121
$530K 0.14%
1,144
-42
122
$523K 0.14%
1,792
+14
123
$509K 0.13%
5,979
+2,326
124
$508K 0.13%
23,130
-892
125
$503K 0.13%
+711
3 4
5
6 7