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
$340M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.85M
3
+$4.73M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.03M
5
AMAT icon
Applied Materials
AMAT
+$3M

Top Sells

1
+$5.4M
2
+$3.88M
3
+$3.58M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.34M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.34M

Sector Composition

1 Technology 15.19%
2 Consumer Discretionary 12.41%
3 Industrials 11.28%
4 Financials 8.23%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$377K 0.11%
18,418
-612
127
$371K 0.11%
913
128
$362K 0.11%
1,607
+24
129
$355K 0.1%
11,012
130
$350K 0.1%
2,197
+394
131
$342K 0.1%
3,827
-100
132
$340K 0.1%
2,458
-23,873
133
$338K 0.1%
3,170
+130
134
$334K 0.1%
917
135
$334K 0.1%
4,867
-4,825
136
$331K 0.1%
845
-500
137
$330K 0.1%
6,227
-660
138
$327K 0.1%
5,777
-85
139
$324K 0.1%
1,777
-30
140
$318K 0.09%
+2,658
141
$313K 0.09%
1,418
-202
142
$309K 0.09%
+12,310
143
$309K 0.09%
3,226
-133
144
$304K 0.09%
690
+89
145
$292K 0.09%
3,927
-74
146
$291K 0.09%
2,244
-18
147
$284K 0.08%
26,866
+9,110
148
$284K 0.08%
524
+11
149
$262K 0.08%
1,096
+19
150
$259K 0.08%
1,271
-92
4 5
6
7 8