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
$267M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.99M
3
+$8.29M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$8.1M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.92M

Top Sells

1
+$43.7M
2
+$2.52M
3
+$1.38M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.01M
5
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$917K

Sector Composition

1 Industrials 13.18%
2 Consumer Discretionary 9.02%
3 Technology 6.73%
4 Consumer Staples 6.63%
5 Financials 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$275K 0.1%
2,684
-3,199
127
$274K 0.1%
128
-16
128
$269K 0.1%
+4,113
129
$253K 0.09%
1,900
-527
130
$248K 0.09%
3,158
-1,416
131
$245K 0.09%
11,012
-222
132
$245K 0.09%
+1,798
133
$241K 0.09%
+3,152
134
$232K 0.09%
903
-401
135
$230K 0.09%
1,688
136
$227K 0.09%
1,079
-122
137
$218K 0.08%
+4,789
138
$218K 0.08%
1,307
+19
139
$216K 0.08%
+5,344
140
$201K 0.08%
+1,493
141
$171K 0.06%
20,164
+4,423
142
$167K 0.06%
12,272
-42,743
143
– –
-720
144
– –
-27,745
145
– –
-1,090
146
– –
-3,353
147
– –
-5,226
148
– –
-6,103
149
– –
-561
150
– –
-2,982
3 4 5
6
7