MCM

Monument Capital Management Portfolio holdings

AUM $399M
1-Year Est. Return 40.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$3.26M
3
+$3.04M
4
JBL icon
Jabil
JBL
+$2.99M
5
AU icon
AngloGold Ashanti
AU
+$2.8M

Top Sells

1
+$3.68M
2
+$3.67M
3
+$3.65M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$3.45M
5
RS icon
Reliance Steel & Aluminium
RS
+$2.97M

Sector Composition

1 Technology 14.57%
2 Financials 11.35%
3 Industrials 11.08%
4 Consumer Discretionary 10.1%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$534K 0.13%
671
-40
127
$532K 0.13%
124
128
$527K 0.13%
352
-42
129
$526K 0.13%
451
+230
130
$521K 0.13%
2,701
131
$520K 0.13%
2,919
-347
132
$519K 0.13%
1,708
-84
133
$519K 0.13%
4,525
134
$516K 0.13%
3,851
-358
135
$514K 0.13%
1,023
136
$511K 0.13%
3,771
-473
137
$490K 0.12%
1,877
-141
138
$485K 0.12%
1,552
-85
139
$484K 0.12%
+3,778
140
$477K 0.12%
+10,853
141
$466K 0.12%
933
-211
142
$455K 0.11%
6,499
+854
143
$451K 0.11%
76,500
144
$428K 0.11%
2,281
145
$425K 0.11%
+18,582
146
$425K 0.11%
11,012
147
$424K 0.11%
4,196
-1,317
148
$405K 0.1%
3,625
-362
149
$402K 0.1%
1,165
-175
150
$394K 0.1%
1,807
4 5
6
7 8