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
$311M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.1M
3
+$3.21M
4
WSM icon
Williams-Sonoma
WSM
+$3.15M
5
HRB icon
H&R Block
HRB
+$2.3M

Top Sells

1
+$9.04M
2
+$8.73M
3
+$5.79M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$5.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.04M

Sector Composition

1 Industrials 14.14%
2 Technology 12.55%
3 Consumer Discretionary 10.96%
4 Financials 6.93%
5 Consumer Staples 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$280K 0.09%
+2,542
152
$278K 0.09%
917
-97
153
$274K 0.09%
2,320
-4
154
$273K 0.09%
1,174
+39
155
$271K 0.09%
1,958
-1,152
156
$271K 0.09%
4,001
+279
157
$265K 0.09%
456
+13
158
$263K 0.08%
1,057
+112
159
$253K 0.08%
+1,330
160
$249K 0.08%
+704
161
$245K 0.08%
8,497
-3,180
162
$234K 0.08%
+507
163
$232K 0.07%
3,572
-2,426
164
$231K 0.07%
+1,784
165
$226K 0.07%
6,199
-1,038
166
$221K 0.07%
+2,033
167
$220K 0.07%
1,331
-263
168
$215K 0.07%
+1,205
169
$214K 0.07%
+6,571
170
$214K 0.07%
+1,482
171
$213K 0.07%
+2,720
172
$213K 0.07%
1,630
-200
173
$212K 0.07%
1,783
-61
174
$207K 0.07%
+2,622
175
$207K 0.07%
2,199
-94
4 5 6
7
8