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
$314M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$12.7M
3
+$9.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.95M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.98M

Top Sells

1
+$20.6M
2
+$19.1M
3
+$10.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.52M
5
CVS icon
CVS Health
CVS
+$2.37M

Sector Composition

1 Industrials 16.69%
2 Technology 10.97%
3 Consumer Discretionary 7.67%
4 Consumer Staples 5.65%
5 Materials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$355K 0.11%
2,463
-4,508
127
$343K 0.11%
1,112
+313
128
$329K 0.11%
1,483
-844
129
$320K 0.1%
+965
130
$313K 0.1%
+2,709
131
$305K 0.1%
2,600
+390
132
$299K 0.1%
11,012
133
$293K 0.09%
+1,754
134
$288K 0.09%
15,183
-22,926
135
$284K 0.09%
2,047
+179
136
$279K 0.09%
1,014
137
$273K 0.09%
1,570
+227
138
$271K 0.09%
796
+13
139
$268K 0.09%
3,488
-79
140
$262K 0.08%
486
+45
141
$254K 0.08%
+1,319
142
$252K 0.08%
1,594
143
$246K 0.08%
7,274
144
$244K 0.08%
2,050
+454
145
$243K 0.08%
+300
146
$241K 0.08%
1,665
+33
147
$241K 0.08%
+919
148
$239K 0.08%
+6,186
149
$235K 0.08%
+3,370
150
$223K 0.07%
+5,173
4 5
6
7 8