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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
$402M
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$4.97M
3
+$4.79M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.91M
5
INCY icon
Incyte
INCY
+$2.75M

Top Sells

1
+$4.81M
2
+$4.66M
3
+$4.2M
4
BKNG icon
Booking.com
BKNG
+$3.78M
5
UBER icon
Uber
UBER
+$3.41M

Sector Composition

1 Technology 14.66%
2 Industrials 11.3%
3 Financials 11.15%
4 Consumer Discretionary 8.79%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
126
McDonald's
MCD
$204B
$563K 0.14%
1,842
+134
BXSL icon
127
Blackstone Secured Lending
BXSL
$5.55B
$558K 0.14%
21,187
-2,146
IUSG icon
128
iShares Core S&P US Growth ETF
IUSG
$32B
$556K 0.14%
3,311
NEE icon
129
NextEra Energy
NEE
$180B
$545K 0.14%
+6,790
FICO icon
130
Fair Isaac
FICO
$27.3B
$541K 0.13%
320
-32
GS icon
131
Goldman Sachs
GS
$322B
$531K 0.13%
604
-67
COR icon
132
Cencora
COR
$54.4B
$524K 0.13%
1,552
BRK.B icon
133
Berkshire Hathaway Class B
BRK.B
$1.07T
$524K 0.13%
1,042
+19
MLI icon
134
Mueller Industries
MLI
$15.5B
$486K 0.12%
4,236
+40
RLGT icon
135
Radiant Logistics
RLGT
$429M
$484K 0.12%
76,500
WEC icon
136
WEC Energy
WEC
$37.4B
$477K 0.12%
4,525
TTE icon
137
TotalEnergies
TTE
$188B
$474K 0.12%
7,245
+3,071
LMT icon
138
Lockheed Martin
LMT
$124B
$447K 0.11%
924
-9
MPC icon
139
Marathon Petroleum
MPC
$73.1B
$439K 0.11%
2,701
TMO icon
140
Thermo Fisher Scientific
TMO
$177B
$439K 0.11%
758
PH icon
141
Parker-Hannifin
PH
$119B
$437K 0.11%
497
+5
DFAC icon
142
Dimensional US Core Equity 2 ETF
DFAC
$47.2B
$436K 0.11%
11,012
VTR icon
143
Ventas
VTR
$40.8B
$434K 0.11%
5,606
-893
PIZ icon
144
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$782M
$434K 0.11%
8,855
-6,908
JKHY icon
145
Jack Henry & Associates
JKHY
$9.17B
$434K 0.11%
2,376
RCL icon
146
Royal Caribbean
RCL
$85.1B
$430K 0.11%
1,540
-11,747
GEV icon
147
GE Vernova
GEV
$270B
$428K 0.11%
655
+17
AZO icon
148
AutoZone
AZO
$51.2B
$421K 0.1%
124
FTRI icon
149
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$133M
$412K 0.1%
26,313
-9,426
WELL icon
150
Welltower
WELL
$151B
$412K 0.1%
2,218
-701
4 5
6
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