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
$144M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.26M
3
+$2.98M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$2.21M
5
PRU icon
Prudential Financial
PRU
+$1.72M

Top Sells

1
+$3.88M
2
+$3.74M
3
+$3.64M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.63M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$3.55M

Sector Composition

1 Financials 15.78%
2 Industrials 13.98%
3 Technology 8.06%
4 Healthcare 7.77%
5 Utilities 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9K 0.01%
160
127
$8K 0.01%
84
128
$7K ﹤0.01%
1,000
129
$7K ﹤0.01%
394
130
$7K ﹤0.01%
116
131
$6K ﹤0.01%
76
-651
132
$5K ﹤0.01%
146
-1,421
133
$4K ﹤0.01%
19
134
$4K ﹤0.01%
113
135
$3K ﹤0.01%
38
-171
136
$3K ﹤0.01%
200
137
$2K ﹤0.01%
34
138
$2K ﹤0.01%
200
139
$2K ﹤0.01%
200
140
$2K ﹤0.01%
78
141
$2K ﹤0.01%
+40
142
$1K ﹤0.01%
6
+2
143
$1K ﹤0.01%
14
+7
144
$1K ﹤0.01%
30
145
$1K ﹤0.01%
22
146
$0 ﹤0.01%
1
147
$0 ﹤0.01%
1
148
$0 ﹤0.01%
16
149
$0 ﹤0.01%
1
150
– –
-77
3 4 5
6
7