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
$144M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.26M
3
+$2.98M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$2.21M
5
PRU icon
Prudential Financial
PRU
+$1.72M

Top Sells

1
+$3.88M
2
+$3.74M
3
+$3.64M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.63M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$3.55M

Sector Composition

1 Financials 15.78%
2 Industrials 13.98%
3 Technology 8.06%
4 Healthcare 7.77%
5 Utilities 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-20
152
$0 ﹤0.01%
4
153
– –
-5
154
– –
-2,485
155
– –
-67
156
– –
-35,006
157
– –
-30,766
158
$0 ﹤0.01%
1
159
– –
-30
160
– –
-10
161
– –
-1,820
3 4 5 6
7