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
$298M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$7.22M
3
+$4.04M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.92M
5
PCAR icon
PACCAR
PCAR
+$2.84M

Top Sells

1
+$18.8M
2
+$8.48M
3
+$4.03M
4
AOS icon
A.O. Smith
AOS
+$2.91M
5
CVX icon
Chevron
CVX
+$2.88M

Sector Composition

1 Industrials 14.57%
2 Technology 11.39%
3 Consumer Discretionary 7.38%
4 Energy 6.83%
5 Financials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$379K 0.13%
+2,275
127
$368K 0.12%
145
128
$360K 0.12%
1,047
-18
129
$358K 0.12%
2,570
-658
130
$357K 0.12%
2,522
-78
131
$355K 0.12%
1,240
-41
132
$336K 0.11%
3,714
-13,010
133
$327K 0.11%
3,030
+321
134
$318K 0.11%
5,998
-721
135
$309K 0.1%
356
+56
136
$303K 0.1%
7,496
+2,323
137
$298K 0.1%
528
+42
138
$297K 0.1%
3,874
+504
139
$289K 0.1%
11,012
140
$282K 0.09%
1,525
-1,635
141
$279K 0.09%
796
142
$279K 0.09%
+4,045
143
$273K 0.09%
1,135
+177
144
$270K 0.09%
1,014
145
$249K 0.08%
2,324
-23,707
146
$242K 0.08%
1,594
147
$240K 0.08%
1,335
+16
148
$237K 0.08%
1,714
+49
149
$236K 0.08%
945
+26
150
$235K 0.08%
7,237
-37
4 5
6
7 8