MCM

Monument Capital Management Portfolio holdings

AUM $402M
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.79M
3
+$4.52M
4
APH icon
Amphenol
APH
+$3.76M
5
FIX icon
Comfort Systems
FIX
+$3.63M

Top Sells

1
+$5.89M
2
+$4.16M
3
+$3.9M
4
META icon
Meta Platforms (Facebook)
META
+$3.42M
5
MUSA icon
Murphy USA
MUSA
+$3.41M

Sector Composition

1 Technology 14.93%
2 Financials 11.05%
3 Industrials 10.66%
4 Consumer Discretionary 9.88%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$502K 0.13%
3,266
-181
127
$499K 0.13%
2,018
+67
128
$498K 0.13%
3,311
+1
129
$497K 0.13%
1,023
+58
130
$491K 0.13%
1,637
+38
131
$482K 0.13%
6,083
-2,260
132
$472K 0.12%
4,525
+1,188
133
$465K 0.12%
76,500
134
$464K 0.12%
2,575
+32
135
$460K 0.12%
124
-1
136
$449K 0.12%
2,701
-679
137
$438K 0.11%
5,513
+615
138
$421K 0.11%
1,041
-4
139
$420K 0.11%
3,987
-353
140
$418K 0.11%
1,357
+170
141
$416K 0.11%
1,556
+106
142
$401K 0.1%
1,438
-182
143
$395K 0.1%
11,012
144
$381K 0.1%
3,110
-844
145
$379K 0.1%
+2,671
146
$373K 0.1%
+4,059
147
$367K 0.1%
2,281
-2,331
148
$357K 0.09%
3,320
-41
149
$356K 0.09%
5,645
-467
150
$356K 0.09%
509
+5
4 5
6
7 8