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
$347M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.69M
3
+$5.97M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$3.79M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.65M

Top Sells

1
+$16.1M
2
+$13.7M
3
+$8.42M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$6.27M
5
SMCI icon
Super Micro Computer
SMCI
+$3.63M

Sector Composition

1 Industrials 15.18%
2 Consumer Discretionary 12.55%
3 Technology 12.52%
4 Financials 7.76%
5 Energy 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$436K 0.13%
4,671
-201
127
$429K 0.12%
136
128
$416K 0.12%
13,363
-556
129
$415K 0.12%
76,500
130
$413K 0.12%
1,620
-4
131
$406K 0.12%
+23,563
132
$406K 0.12%
4,441
-1,384
133
$405K 0.12%
835
+131
134
$402K 0.12%
2,300
-594
135
$400K 0.12%
1,941
+91
136
$399K 0.12%
6,887
-1,511
137
$385K 0.11%
1,583
+20
138
$384K 0.11%
913
139
$358K 0.1%
2,053
-444
140
$355K 0.1%
32,421
-466
141
$352K 0.1%
11,012
142
$351K 0.1%
+19,030
143
$350K 0.1%
3,025
-111
144
$344K 0.1%
3,359
-248
145
$343K 0.1%
1,807
146
$338K 0.1%
484
+28
147
$337K 0.1%
3,927
-42
148
$335K 0.1%
2,262
-58
149
$329K 0.09%
652
-85
150
$323K 0.09%
+5,862
4 5
6
7 8