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
$267M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.07M
3
+$7.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.46M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.86M

Top Sells

1
+$43.8M
2
+$2.52M
3
+$1.38M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$899K
5
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$816K

Sector Composition

1 Industrials 13.18%
2 Consumer Discretionary 9.02%
3 Technology 6.73%
4 Consumer Staples 6.63%
5 Financials 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
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