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
$362M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.04M
3
+$4.75M
4
FIX icon
Comfort Systems
FIX
+$3.78M
5
GDDY icon
GoDaddy
GDDY
+$2.97M

Top Sells

1
+$5.78M
2
+$5.32M
3
+$5.01M
4
SMCI icon
Super Micro Computer
SMCI
+$3.8M
5
PSX icon
Phillips 66
PSX
+$2.76M

Sector Composition

1 Industrials 13.58%
2 Consumer Discretionary 12.33%
3 Technology 11.96%
4 Financials 10.93%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$307K 0.08%
1,310
+39
152
$300K 0.08%
1,086
-10
153
$298K 0.08%
1,751
-771
154
$290K 0.08%
+6,939
155
$289K 0.08%
+6,566
156
$288K 0.08%
3,926
-1
157
$283K 0.08%
2,956
-270
158
$280K 0.08%
+2,665
159
$280K 0.08%
+7,562
160
$272K 0.08%
3,326
+259
161
$272K 0.08%
1,995
-807
162
$270K 0.07%
997
163
$270K 0.07%
+2,812
164
$265K 0.07%
27
165
$264K 0.07%
1,454
166
$260K 0.07%
1,264
167
$259K 0.07%
3,089
-12
168
$253K 0.07%
1,331
169
$250K 0.07%
6,307
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170
$247K 0.07%
1,207
+21
171
$246K 0.07%
1,952
-292
172
$238K 0.07%
458
-66
173
$232K 0.06%
642
-3
174
$232K 0.06%
+570
175
$224K 0.06%
+1,591
5 6
7
8 9