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

Top Buys

1
+$40.5M
2
+$2.64M
3
+$2.2M
4
UGI icon
UGI
UGI
+$1.65M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.4M

Top Sells

1
+$16.6M
2
+$12.3M
3
+$12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$8.46M
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
– –
-1,577
152
– –
-19,153
153
– –
-2,295
154
– –
-5,138
155
– –
-1,686
156
– –
-5,412
157
– –
-426
3 4 5 6
7