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
$294M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$5.82M
2 +$5.23M
3 +$4.28M
4
PII icon
Polaris
PII
+$2.57M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.02M

Sector Composition

1 Industrials 13.85%
2 Consumer Discretionary 12.41%
3 Financials 7.53%
4 Technology 4.99%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-19,692
152
-2,813
153
-3,178
154
-2,557