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
$363M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$4.64M
3
+$4.55M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.54M
5
LII icon
Lennox International
LII
+$3.05M

Top Sells

1
+$6.09M
2
+$5.04M
3
+$4.78M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$4.75M
5
WSM icon
Williams-Sonoma
WSM
+$4.27M

Sector Composition

1 Industrials 14.34%
2 Technology 12.85%
3 Financials 12.4%
4 Consumer Discretionary 11.4%
5 Consumer Staples 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$326K 0.09%
3,163
+299
152
$322K 0.09%
506
+4
153
$319K 0.09%
4,533
+1,006
154
$319K 0.09%
8,839
+1,277
155
$314K 0.09%
2,564
-231
156
$314K 0.09%
3,337
+3
157
$312K 0.09%
1,050
+53
158
$307K 0.08%
2,123
+745
159
$300K 0.08%
+9,372
160
$299K 0.08%
+15,016
161
$297K 0.08%
3,320
+231
162
$293K 0.08%
2,051
-218
163
$277K 0.08%
2,998
+186
164
$272K 0.08%
3,742
-184
165
$270K 0.07%
+3,792
166
$256K 0.07%
2,033
+38
167
$255K 0.07%
1,120
+214
168
$255K 0.07%
1,241
169
$251K 0.07%
2,113
+522
170
$251K 0.07%
5,535
+973
171
$250K 0.07%
3,955
+427
172
$246K 0.07%
1,331
173
$245K 0.07%
1,308
-607
174
$242K 0.07%
13,019
-3,727
175
$240K 0.07%
1,714
+72
5 6
7
8 9