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
$363M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$4.64M
3
+$4.55M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.54M
5
LII icon
Lennox International
LII
+$3.05M

Top Sells

1
+$6.09M
2
+$5.04M
3
+$4.78M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$4.75M
5
WSM icon
Williams-Sonoma
WSM
+$4.27M

Sector Composition

1 Industrials 14.34%
2 Technology 12.85%
3 Financials 12.4%
4 Consumer Discretionary 11.4%
5 Consumer Staples 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$432K 0.12%
20,083
+422
127
$423K 0.12%
5,588
128
$413K 0.11%
912
129
$403K 0.11%
1,792
+15
130
$400K 0.11%
125
-3
131
$396K 0.11%
3,827
-93
132
$388K 0.11%
3,168
+507
133
$385K 0.11%
11,914
-131
134
$381K 0.11%
11,012
135
$372K 0.1%
4,692
+332
136
$370K 0.1%
1,536
+226
137
$368K 0.1%
917
138
$362K 0.1%
+2,752
139
$360K 0.1%
845
140
$354K 0.1%
+1,065
141
$349K 0.1%
1,192
+106
142
$348K 0.1%
1,550
-55
143
$346K 0.1%
+8,238
144
$345K 0.1%
17,161
-149
145
$343K 0.09%
+849
146
$339K 0.09%
4,984
-113
147
$335K 0.09%
13,882
+489
148
$334K 0.09%
1,352
+57
149
$330K 0.09%
2,920
+255
150
$327K 0.09%
7,433
+1,126
4 5
6
7 8