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
$311M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.1M
3
+$3.21M
4
WSM icon
Williams-Sonoma
WSM
+$3.15M
5
HRB icon
H&R Block
HRB
+$2.3M

Top Sells

1
+$9.04M
2
+$8.73M
3
+$5.79M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$5.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.04M

Sector Composition

1 Industrials 14.14%
2 Technology 12.55%
3 Consumer Discretionary 10.96%
4 Financials 6.93%
5 Consumer Staples 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$433K 0.14%
2,650
-100
127
$426K 0.14%
2,497
-179
128
$414K 0.13%
+2,863
129
$412K 0.13%
2,585
+15
130
$397K 0.13%
17,347
-638
131
$385K 0.12%
13,919
-834
132
$382K 0.12%
19,128
-1,023
133
$370K 0.12%
4,836
+791
134
$361K 0.12%
1,624
-678
135
$352K 0.11%
136
-9
136
$346K 0.11%
2,661
+139
137
$345K 0.11%
+3,136
138
$343K 0.11%
3,607
-728
139
$327K 0.11%
3,969
+95
140
$326K 0.1%
913
+117
141
$323K 0.1%
+3,168
142
$322K 0.1%
11,012
143
$321K 0.1%
1,563
+228
144
$309K 0.1%
3,685
-29
145
$304K 0.1%
1,942
-1,551
146
$303K 0.1%
642
+122
147
$300K 0.1%
1,850
+136
148
$294K 0.09%
+1,807
149
$291K 0.09%
1,389
-136
150
$285K 0.09%
1,161
+45
4 5
6
7 8