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
$347M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.69M
3
+$5.97M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$3.79M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.65M

Top Sells

1
+$16.1M
2
+$13.7M
3
+$8.42M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$6.27M
5
SMCI icon
Super Micro Computer
SMCI
+$3.63M

Sector Composition

1 Industrials 15.18%
2 Consumer Discretionary 12.55%
3 Technology 12.52%
4 Financials 7.76%
5 Energy 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$314K 0.09%
1,363
+33
152
$313K 0.09%
4,001
153
$309K 0.09%
917
154
$296K 0.09%
3,040
+320
155
$295K 0.09%
2,594
+52
156
$291K 0.08%
1,185
+24
157
$286K 0.08%
1,849
-109
158
$283K 0.08%
+601
159
$282K 0.08%
507
160
$269K 0.08%
1,077
-97
161
$267K 0.08%
+1,819
162
$266K 0.08%
513
-129
163
$251K 0.07%
1,803
+19
164
$250K 0.07%
1,218
-171
165
$247K 0.07%
1,482
166
$243K 0.07%
1,539
-403
167
$238K 0.07%
1,331
168
$238K 0.07%
+793
169
$234K 0.07%
+654
170
$234K 0.07%
+1,524
171
$227K 0.07%
5,645
-554
172
$226K 0.07%
+896
173
$226K 0.07%
+1,990
174
$223K 0.06%
+1,300
175
$222K 0.06%
+610
5 6
7
8 9