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

Top Buys

1
+$11.1M
2
+$9.07M
3
+$7.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.46M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.86M

Top Sells

1
+$43.8M
2
+$2.52M
3
+$1.38M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$899K
5
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$816K

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%
+1,798
132
$245K 0.09%
11,012
-222
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%
1,307
+19
138
$218K 0.08%
+4,789
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
– –
-87,732
144
– –
-5,273
145
– –
-14,781
146
– –
-1,797
147
– –
-11,794
148
– –
-2,932
149
– –
-3,109
150
– –
-2,184
3 4 5
6
7