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
$289M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.48M
3
+$2.64M
4
DOV icon
Dover
DOV
+$2.59M
5
TFC icon
Truist Financial
TFC
+$2.44M

Top Sells

1
+$4.88M
2
+$3.47M
3
+$3.38M
4
SNPS icon
Synopsys
SNPS
+$3.08M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.56M

Sector Composition

1 Industrials 14.93%
2 Consumer Discretionary 11.8%
3 Financials 6.59%
4 Consumer Staples 5.76%
5 Technology 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$249K 0.09%
896
+54
127
$240K 0.08%
+2,557
128
$239K 0.08%
+2,813
129
$237K 0.08%
+5,224
130
$236K 0.08%
645
131
$236K 0.08%
+3,050
132
$235K 0.08%
4,440
+30
133
$230K 0.08%
+16,122
134
$226K 0.08%
+3,955
135
$219K 0.08%
+555
136
$214K 0.07%
+385
137
$212K 0.07%
+3,178
138
$210K 0.07%
+3,313
139
$203K 0.07%
6,637
-1,348
140
$201K 0.07%
+530
141
– –
-10,660
142
– –
-5,157
143
– –
-22,252
144
– –
-16,024
145
– –
-8,522
146
– –
-50,817
147
– –
-19,720
148
– –
-825
149
– –
-85,345
2 3 4 5
6