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
$292M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$7.08M
3
+$4.8M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.79M
5
XOM icon
Exxon Mobil
XOM
+$2.47M

Top Sells

1
+$16.2M
2
+$7.01M
3
+$5.83M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.74M
5
PWR icon
Quanta Services
PWR
+$3.47M

Sector Composition

1 Industrials 11.85%
2 Consumer Staples 7.71%
3 Consumer Discretionary 7.59%
4 Technology 5.94%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$313K 0.11%
4,981
+192
127
$303K 0.1%
1,928
+28
128
$287K 0.1%
4,291
+178
129
$285K 0.1%
+1,518
130
$283K 0.1%
3,188
+12
131
$267K 0.09%
11,012
132
$266K 0.09%
+2,632
133
$264K 0.09%
989
+86
134
$263K 0.09%
3,135
-17
135
$248K 0.08%
+4,108
136
$247K 0.08%
5,410
+66
137
$247K 0.08%
+16,880
138
$242K 0.08%
1,594
-94
139
$235K 0.08%
+2,142
140
$234K 0.08%
+8,847
141
$229K 0.08%
+8,045
142
$225K 0.08%
1,949
-736
143
$223K 0.08%
+2,683
144
$223K 0.08%
1,039
-40
145
$221K 0.08%
+715
146
$219K 0.07%
+1,883
147
$216K 0.07%
2,587
-571
148
$214K 0.07%
+1,685
149
$213K 0.07%
+692
150
$211K 0.07%
+1,801
3 4 5
6
7