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
$322M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$6.43M
3
+$5.21M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.47M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.6M

Top Sells

1
+$9.29M
2
+$3M
3
+$2.26M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.24M
5
LAD icon
Lithia Motors
LAD
+$1.96M

Sector Composition

1 Industrials 13.11%
2 Consumer Discretionary 9.9%
3 Financials 6.85%
4 Technology 5.55%
5 Consumer Staples 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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154
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155
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156
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157
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158
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159
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-1,890
160
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-2,362
3 4 5 6
7