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
$340M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.85M
3
+$4.73M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.03M
5
AMAT icon
Applied Materials
AMAT
+$3M

Top Sells

1
+$5.4M
2
+$3.88M
3
+$3.58M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.34M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.34M

Sector Composition

1 Technology 15.19%
2 Consumer Discretionary 12.41%
3 Industrials 11.28%
4 Financials 8.23%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$258K 0.08%
784
-9
152
$254K 0.07%
502
-5
153
$254K 0.07%
+3,997
154
$241K 0.07%
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155
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3,101
+44
156
$236K 0.07%
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+1,291
157
$235K 0.07%
+5,908
158
$232K 0.07%
+6,428
159
$232K 0.07%
1,331
160
$231K 0.07%
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161
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162
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163
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164
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645
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167
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27
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175
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