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
$362M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.04M
3
+$4.75M
4
FIX icon
Comfort Systems
FIX
+$3.78M
5
GDDY icon
GoDaddy
GDDY
+$2.97M

Top Sells

1
+$5.78M
2
+$5.32M
3
+$5.01M
4
SMCI icon
Super Micro Computer
SMCI
+$3.8M
5
PSX icon
Phillips 66
PSX
+$2.76M

Sector Composition

1 Industrials 13.58%
2 Consumer Discretionary 12.33%
3 Technology 11.96%
4 Financials 10.93%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$396K 0.11%
1,915
-469
127
$385K 0.11%
+4,586
128
$384K 0.11%
+3,162
129
$383K 0.11%
1,777
130
$378K 0.1%
488
+8
131
$378K 0.1%
11,012
132
$377K 0.1%
2,795
+74
133
$374K 0.1%
2,199
-13,827
134
$361K 0.1%
1,605
-2
135
$358K 0.1%
845
136
$355K 0.1%
2,001
-196
137
$355K 0.1%
5,097
-680
138
$355K 0.1%
16,746
+5,429
139
$353K 0.1%
12,045
-1,071
140
$351K 0.1%
1,295
-123
141
$345K 0.1%
11,168
-1,142
142
$344K 0.1%
917
143
$343K 0.1%
1,699
-12,961
144
$340K 0.09%
17,310
-1,108
145
$327K 0.09%
2,661
+984
146
$327K 0.09%
+3,147
147
$323K 0.09%
+4,360
148
$321K 0.09%
+3,334
149
$317K 0.09%
502
150
$314K 0.09%
+13,393
4 5
6
7 8