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
$325M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.14M
3
+$6.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.89M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.58M

Top Sells

1
+$19.9M
2
+$12.7M
3
+$9.05M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.52M
5
EVR icon
Evercore
EVR
+$4.64M

Sector Composition

1 Financials 11.71%
2 Technology 11.66%
3 Consumer Discretionary 11.51%
4 Industrials 10.33%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$439K 0.13%
1,045
127
$427K 0.13%
+3,908
128
$423K 0.13%
851
129
$421K 0.13%
3,310
130
$420K 0.13%
+6,112
131
$411K 0.13%
2,001
132
$384K 0.12%
1,237
+172
133
$383K 0.12%
1,450
-86
134
$373K 0.11%
4,898
+206
135
$364K 0.11%
3,337
136
$363K 0.11%
11,012
137
$363K 0.11%
1,187
-5
138
$360K 0.11%
3,954
-311
139
$355K 0.11%
845
140
$354K 0.11%
1,788
-4
141
$351K 0.11%
+10,401
142
$348K 0.11%
2,635
+71
143
$339K 0.1%
3,361
+41
144
$338K 0.1%
10,438
-1,476
145
$330K 0.1%
10,723
-5,690
146
$325K 0.1%
9,057
+218
147
$325K 0.1%
+5,408
148
$322K 0.1%
3,699
-43
149
$317K 0.1%
1,342
+222
150
$315K 0.1%
16,421
-740
4 5
6
7 8