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
$146M
AUM Growth
+$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.05M
3
+$2M
4
PG icon
Procter & Gamble
PG
+$1.36M
5
SIGA icon
SIGA Technologies
SIGA
+$481K

Top Sells

1
+$2.84M
2
+$1.72M
3
+$1.49M
4
LYB icon
LyondellBasell Industries
LYB
+$414K
5
UNH icon
UnitedHealth
UNH
+$353K

Sector Composition

1 Industrials 15.67%
2 Financials 14.2%
3 Technology 9.39%
4 Healthcare 7.59%
5 Consumer Staples 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4K ﹤0.01%
19
127
$3K ﹤0.01%
113
128
$2K ﹤0.01%
+30
129
$2K ﹤0.01%
+200
130
$2K ﹤0.01%
200
131
$2K ﹤0.01%
200
132
$1K ﹤0.01%
22
133
$1K ﹤0.01%
30
134
$1K ﹤0.01%
+78
135
$1K ﹤0.01%
20
136
$0 ﹤0.01%
10
137
$0 ﹤0.01%
+7
138
– –
-64,708
139
$0 ﹤0.01%
4
140
$0 ﹤0.01%
+4
141
$0 ﹤0.01%
16
142
$0 ﹤0.01%
1
143
$0 ﹤0.01%
1
-2
144
– –
-3,028
145
$0 ﹤0.01%
34
146
$0 ﹤0.01%
1
147
$0 ﹤0.01%
5
148
$0 ﹤0.01%
1
2 3 4 5
6