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
$322M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$6.43M
3
+$5.21M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.47M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.6M

Top Sells

1
+$9.29M
2
+$3M
3
+$2.26M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.24M
5
LAD icon
Lithia Motors
LAD
+$1.96M

Sector Composition

1 Industrials 13.11%
2 Consumer Discretionary 9.9%
3 Financials 6.85%
4 Technology 5.55%
5 Consumer Staples 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$281K 0.09%
1,014
127
$280K 0.09%
4,633
-7,986
128
$276K 0.09%
+14,876
129
$275K 0.09%
456
130
$271K 0.08%
754
+89
131
$265K 0.08%
+289
132
$236K 0.07%
2,810
+1
133
$235K 0.07%
3,071
-1,794
134
$234K 0.07%
+1,713
135
$233K 0.07%
+672
136
$231K 0.07%
+1,152
137
$224K 0.07%
+606
138
$216K 0.07%
5,179
-2,164
139
$215K 0.07%
+1,050
140
$212K 0.07%
+125
141
$202K 0.06%
+2,800
142
$201K 0.06%
306
+1
143
– –
-2,404
144
– –
-15,871
145
– –
-10,394
146
– –
-1,223
147
– –
-2,453
148
– –
-22,184
149
– –
-2,157
150
– –
-6,177
3 4 5
6
7