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
$308M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$8.86M
3
+$8.42M
4
CVX icon
Chevron
CVX
+$3.34M
5
STLD icon
Steel Dynamics
STLD
+$2.44M

Top Sells

1
+$6.11M
2
+$4.9M
3
+$3.54M
4
ETN icon
Eaton
ETN
+$2.99M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.71M

Sector Composition

1 Industrials 12.1%
2 Consumer Discretionary 8.45%
3 Financials 6.67%
4 Technology 5.71%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$230K 0.07%
+2,326
127
$222K 0.07%
+1,888
128
$220K 0.07%
+1,200
129
$220K 0.07%
+2,614
130
$218K 0.07%
+5,746
131
$216K 0.07%
+2,295
132
$216K 0.07%
4,338
-841
133
$212K 0.07%
+5,138
134
– –
-2,709
135
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-754
136
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-17,472
137
– –
-1,152
138
– –
-2,800
139
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-9,137
140
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-54,002
141
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-2,100
142
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-25,928
143
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-41,249
144
– –
-4,229
145
– –
-14,876
146
– –
-8,323
147
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-22,383
148
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-57,312
149
– –
-2,810
150
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-87,736
3 4 5
6
7