MCM

Monument Capital Management Portfolio holdings

AUM $402M
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.79M
3
+$4.52M
4
APH icon
Amphenol
APH
+$3.76M
5
FIX icon
Comfort Systems
FIX
+$3.63M

Top Sells

1
+$5.89M
2
+$4.16M
3
+$3.9M
4
META icon
Meta Platforms (Facebook)
META
+$3.42M
5
MUSA icon
Murphy USA
MUSA
+$3.41M

Sector Composition

1 Technology 14.93%
2 Financials 11.05%
3 Industrials 10.66%
4 Consumer Discretionary 9.88%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$348K 0.09%
+11,849
152
$347K 0.09%
1,509
+167
153
$344K 0.09%
1,082
+249
154
$341K 0.09%
1,807
+19
155
$339K 0.09%
16,274
+3,584
156
$338K 0.09%
1,525
+297
157
$338K 0.09%
+638
158
$328K 0.09%
3,828
+129
159
$327K 0.09%
742
-103
160
$323K 0.08%
+1,519
161
$321K 0.08%
793
-58
162
$315K 0.08%
+5,413
163
$313K 0.08%
408
+36
164
$312K 0.08%
978
-19
165
$309K 0.08%
410
-12
166
$303K 0.08%
9,867
-571
167
$303K 0.08%
+1,750
168
$300K 0.08%
1,340
+110
169
$300K 0.08%
+3,727
170
$294K 0.08%
+1,684
171
$290K 0.08%
1,303
+39
172
$289K 0.08%
1,238
+34
173
$287K 0.07%
1,973
+59
174
$284K 0.07%
+6,264
175
$284K 0.07%
15,534
-887
5 6
7
8 9