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
$265M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$2.52M
3
+$2.19M
4
UGI icon
UGI
UGI
+$1.64M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.38M

Top Sells

1
+$15.3M
2
+$11.6M
3
+$11.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.64M
5
PII icon
Polaris
PII
+$2.02M

Sector Composition

1 Industrials 12.1%
2 Consumer Discretionary 7.81%
3 Technology 6.31%
4 Financials 6.16%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-19,153
152
– –
-1,577
153
– –
-1,015
154
– –
-5,746
155
– –
-4,338
156
– –
-1,888
157
– –
-9,275
3 4 5 6
7