MCM

Monument Capital Management Portfolio holdings

AUM $399M
1-Year Est. Return 40.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$3.26M
3
+$3.04M
4
JBL icon
Jabil
JBL
+$2.99M
5
AU icon
AngloGold Ashanti
AU
+$2.8M

Top Sells

1
+$3.68M
2
+$3.67M
3
+$3.65M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$3.45M
5
RS icon
Reliance Steel & Aluminium
RS
+$2.97M

Sector Composition

1 Technology 14.57%
2 Financials 11.35%
3 Industrials 11.08%
4 Consumer Discretionary 10.1%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$392K 0.1%
638
152
$391K 0.1%
410
153
$388K 0.1%
1,376
-62
154
$386K 0.1%
+19,039
155
$383K 0.1%
+28,004
156
$381K 0.1%
1,518
-7
157
$381K 0.1%
4,019
-40
158
$373K 0.09%
492
-17
159
$369K 0.09%
2,601
-509
160
$367K 0.09%
758
-35
161
$359K 0.09%
1,222
-135
162
$354K 0.09%
2,376
-199
163
$351K 0.09%
1,258
-298
164
$344K 0.09%
5,870
-394
165
$344K 0.09%
742
166
$325K 0.08%
1,907
-46
167
$324K 0.08%
3,320
168
$323K 0.08%
1,519
169
$322K 0.08%
968
-10
170
$312K 0.08%
14,149
-2,125
171
$307K 0.08%
+3,226
172
$304K 0.08%
1,238
173
$291K 0.07%
2,672
174
$288K 0.07%
1,216
-293
175
$285K 0.07%
408
5 6
7
8 9