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
$298M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$7.22M
3
+$4.04M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.92M
5
PCAR icon
PACCAR
PCAR
+$2.84M

Top Sells

1
+$18.8M
2
+$8.48M
3
+$4.03M
4
AOS icon
A.O. Smith
AOS
+$2.91M
5
CVX icon
Chevron
CVX
+$2.88M

Sector Composition

1 Industrials 14.57%
2 Technology 11.39%
3 Consumer Discretionary 7.38%
4 Energy 6.83%
5 Financials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$229K 0.08%
1,830
-217
152
$227K 0.08%
+1,116
153
$226K 0.08%
520
-359
154
$226K 0.08%
+3,722
155
$224K 0.08%
12,095
-3,088
156
$223K 0.07%
2,309
+16
157
$213K 0.07%
+1,844
158
$212K 0.07%
+2,293
159
$206K 0.07%
728
-3
160
$204K 0.07%
2,733
-2,192
161
$203K 0.07%
443
+7
162
$200K 0.07%
+393
163
$129K 0.04%
12,228
164
$101K 0.03%
32,887
165
– –
-29,222
166
– –
-1,570
167
– –
-2,050
168
– –
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169
– –
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170
– –
-1,852
171
– –
-45,221
172
– –
-2,463
173
– –
-28,603
174
– –
-31,573
175
– –
-1,454
4 5 6
7
8