MCM
Monument Capital Management Portfolio holdings
AUM
$402M
1-Year Est. Return
31.48%
This Fund
S&P 500
1 Year Est. Return
+31.48%
AUM
$178M
AUM Growth
+$33.8M
(+23%)
Holding
363
Top Buys
| 1 | +$2.04M | |
| 2 | +$1.68M | |
| 3 | +$1.33M | |
| 4 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$1.06M |
| 5 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$410K |
Top Sells
| 1 | +$1.09M | |
| 2 | +$57K | |
| 3 | +$57K | |
| 4 |
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
|
+$56K |
| 5 |
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
|
+$56K |
Sector Composition
| 1 | Financials | 14.31% |
| 2 | Industrials | 14.15% |
| 3 | Technology | 9.14% |
| 4 | Healthcare | 8.03% |
| 5 | Consumer Discretionary | 4.18% |