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
$299M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$5.1M
3
+$4.68M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$2.69M
5
GD icon
General Dynamics
GD
+$2.42M

Top Sells

1
+$9.41M
2
+$9.23M
3
+$7.11M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$4.36M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.79M

Sector Composition

1 Industrials 14.8%
2 Technology 7.18%
3 Consumer Discretionary 7.16%
4 Consumer Staples 7.02%
5 Materials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$262K 0.09%
+2,007
127
$255K 0.09%
6,825
-3,150
128
$248K 0.08%
1,014
-25
129
$247K 0.08%
1,868
+235
130
$243K 0.08%
1,594
131
$242K 0.08%
2,778
-26,659
132
$242K 0.08%
783
+68
133
$240K 0.08%
+671
134
$235K 0.08%
817
+125
135
$235K 0.08%
1,054
-970
136
$230K 0.08%
1,343
-175
137
$228K 0.08%
799
-190
138
$225K 0.08%
7,274
-771
139
$219K 0.07%
+441
140
$218K 0.07%
1,778
-23
141
$210K 0.07%
+1,275
142
$205K 0.07%
+799
143
$204K 0.07%
+1,596
144
$200K 0.07%
+1,632
145
$142K 0.05%
32,887
146
$121K 0.04%
12,228
-6,751
147
– –
-16,333
148
– –
-19,213
149
– –
-16,026
150
– –
-52,462
4 5
6
7 8