MCM

Monument Capital Management Portfolio holdings

AUM $402M
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.48%
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
+$6.04M
2
+$5.39M
3
+$4.4M
4
PII icon
Polaris
PII
+$2.73M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.08M

Top Sells

1
+$9.41M
2
+$2.63M
3
+$897K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$816K
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$604K

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
– –
-3,050
152
– –
-555
153
– –
-1,446
154
– –
-2,557
3 4 5 6
7