MCM

Monument Capital Management Portfolio holdings

AUM $399M
1-Year Est. Return 40.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$3.26M
3
+$3.04M
4
JBL icon
Jabil
JBL
+$2.99M
5
AU icon
AngloGold Ashanti
AU
+$2.8M

Top Sells

1
+$3.68M
2
+$3.67M
3
+$3.65M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$3.45M
5
RS icon
Reliance Steel & Aluminium
RS
+$2.97M

Sector Composition

1 Technology 14.57%
2 Financials 11.35%
3 Industrials 11.08%
4 Consumer Discretionary 10.1%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$896K 0.22%
3,679
+487
102
$887K 0.22%
1,331
-150
103
$874K 0.22%
2,252
-14
104
$865K 0.22%
7,686
+654
105
$847K 0.21%
2,817
106
$800K 0.2%
39,206
+16,076
107
$786K 0.2%
13,773
-1,574
108
$781K 0.2%
1,583
-35
109
$779K 0.19%
6,293
110
$769K 0.19%
9,178
-921
111
$752K 0.19%
15,763
112
$747K 0.19%
807
-2
113
$739K 0.18%
1,974
-386
114
$705K 0.18%
5,339
115
$651K 0.16%
34,447
+18,913
116
$636K 0.16%
6,239
-315
117
$636K 0.16%
10,082
-5,266
118
$608K 0.15%
23,333
+13,466
119
$603K 0.15%
4,377
+10
120
$593K 0.15%
+4,225
121
$585K 0.15%
1,315
+233
122
$578K 0.14%
5,696
-283
123
$562K 0.14%
6,198
-57
124
$545K 0.14%
3,311
125
$543K 0.14%
35,739
-4,503
3 4
5
6 7