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
$325M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.14M
3
+$6.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.89M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.58M

Top Sells

1
+$19.9M
2
+$12.7M
3
+$9.05M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.52M
5
EVR icon
Evercore
EVR
+$4.64M

Sector Composition

1 Financials 11.71%
2 Technology 11.66%
3 Consumer Discretionary 11.51%
4 Industrials 10.33%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$306K 0.09%
504
-2
152
$306K 0.09%
3,553
-5,336
153
$305K 0.09%
3,358
+195
154
$302K 0.09%
2,278
+306
155
$295K 0.09%
1,914
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156
$286K 0.09%
1,228
-124
157
$274K 0.08%
1,241
158
$272K 0.08%
1,204
+33
159
$268K 0.08%
997
-53
160
$267K 0.08%
6,407
-1,026
161
$264K 0.08%
422
-4,228
162
$260K 0.08%
1,264
-12
163
$259K 0.08%
3,653
-880
164
$254K 0.08%
1,230
+35
165
$252K 0.08%
760
-7,818
166
$250K 0.08%
1,331
167
$249K 0.08%
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168
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169
$245K 0.08%
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170
$243K 0.07%
12,690
-329
171
$243K 0.07%
+23,113
172
$241K 0.07%
1,923
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173
$239K 0.07%
642
174
$239K 0.07%
2,363
-557
175
$232K 0.07%
5,415
-120
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7
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