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
$292M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$7.08M
3
+$4.8M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.79M
5
XOM icon
Exxon Mobil
XOM
+$2.47M

Top Sells

1
+$16.2M
2
+$7.01M
3
+$5.83M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.74M
5
PWR icon
Quanta Services
PWR
+$3.47M

Sector Composition

1 Industrials 11.85%
2 Consumer Staples 7.71%
3 Consumer Discretionary 7.59%
4 Technology 5.94%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$209K 0.07%
+1,633
152
$204K 0.07%
+1,448
153
$185K 0.06%
18,979
-1,185
154
$174K 0.06%
12,272
155
$162K 0.06%
32,887
156
– –
-22,966
157
– –
-1,880
158
– –
-86,302
159
– –
-1,798
160
– –
-3,758
161
– –
-38,768
162
– –
-15,750
163
– –
-176,683
164
– –
-20,784
165
– –
-19,173
166
– –
-37,880
167
– –
-1,493
3 4 5 6
7