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
$299M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$5.1M
3
+$4.68M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$2.69M
5
GD icon
General Dynamics
GD
+$2.42M

Top Sells

1
+$9.41M
2
+$9.23M
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 14.8%
2 Technology 7.18%
3 Consumer Discretionary 7.16%
4 Consumer Staples 7.02%
5 Materials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
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