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
$294M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.23M
3
+$4.28M
4
PII icon
Polaris
PII
+$2.57M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.02M

Top Sells

1
+$9.33M
2
+$2.63M
3
+$889K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$799K
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$593K

Sector Composition

1 Industrials 13.85%
2 Consumer Discretionary 12.41%
3 Financials 7.53%
4 Technology 4.99%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$299K 0.1%
2,710
+2
127
$287K 0.1%
735
+17
128
$285K 0.1%
3,932
+284
129
$278K 0.09%
456
+12
130
$271K 0.09%
4,853
+898
131
$264K 0.09%
1,687
132
$258K 0.09%
1,014
133
$255K 0.09%
+4,684
134
$239K 0.08%
+7,343
135
$233K 0.08%
+2,453
136
$231K 0.08%
665
+20
137
$220K 0.07%
+1,890
138
$215K 0.07%
15,871
-251
139
$214K 0.07%
+1,665
140
$212K 0.07%
+2,404
141
$210K 0.07%
+2,157
142
$206K 0.07%
+3,209
143
$205K 0.07%
+2,809
144
$203K 0.07%
305
-280
145
– –
-1,446
146
– –
-555
147
– –
-3,050
148
– –
-6,637
149
– –
-3,313
150
– –
-530
3 4 5
6
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