We are live on ! Find out more
MCM

Monument Capital Management Portfolio holdings

AUM $399M
1-Year Est. Return 40.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$4.9M
3
+$4.84M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$2.66M
5
GD icon
General Dynamics
GD
+$2.45M

Top Sells

1
+$9.4M
2
+$9.18M
3
+$7.11M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$4.36M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.79M

Sector Composition

1 Industrials 15.42%
2 Technology 7.18%
3 Consumer Discretionary 7.16%
4 Consumer Staples 7.02%
5 Energy 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-32,426
152
– –
-4,058
153
– –
-1,448
154
– –
-8,847
155
– –
-7,871
156
– –
-48,487
157
– –
-4,291
158
– –
-67,452
159
– –
-3,705
160
– –
-31,335
161
– –
-2,587
162
– –
-1,949
163
– –
-2,632
164
– –
-24,969
165
– –
-15,027
166
– –
-52,462
167
– –
-16,026
168
– –
-19,213
169
– –
-16,333
170
– –
-827
171
– –
-54,802
172
– –
-12,272
173
– –
-58,775
174
– –
-9,170
175
– –
-4,108
4 5 6
7
8