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
$178M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.68M
3
+$1.33M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.06M
5
IJK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$26K 0.01%
5,302
152
$25K 0.01%
733
153
$24K 0.01%
+3,000
154
$24K 0.01%
+150
155
$23K 0.01%
313
156
$21K 0.01%
+1,000
157
$21K 0.01%
+2,000
158
$21K 0.01%
+750
159
$20K 0.01%
+150
160
$20K 0.01%
340
+180
161
$20K 0.01%
+122
162
$19K 0.01%
242
163
$18K 0.01%
+2,485
164
$18K 0.01%
147
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165
$17K 0.01%
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$17K 0.01%
887
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167
$16K 0.01%
8
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168
$14K 0.01%
96
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169
$14K 0.01%
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170
$13K 0.01%
232
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171
$13K 0.01%
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172
$12K 0.01%
+120
173
$12K 0.01%
+400
174
$11K 0.01%
51
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175
$11K 0.01%
+262
5 6
7
8 9