MCM
Monument Capital Management Portfolio holdings
AUM
$399M
1-Year Est. Return
40.06%
This Fund
S&P 500
1 Year Est. Return
+40.06%
AUM
$399M
AUM Growth
-$2.86M
(-0.71%)
Holding
250
Top Buys
| 1 | +$6.82M | |
| 2 | +$5.24M | |
| 3 | +$5.07M | |
| 4 |
iShares North American Natural Resources ETF
IGE
|
+$4.68M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$4.53M |
Top Sells
| 1 | +$6.96M | |
| 2 | +$6.36M | |
| 3 | +$5.58M | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$4.95M |
| 5 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$4.9M |
Sector Composition
| 1 | Industrials | 15.06% |
| 2 | Technology | 14.4% |
| 3 | Healthcare | 8.89% |
| 4 | Financials | 8.83% |
| 5 | Consumer Discretionary | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Deluxe
DLX
$1.46B
| $315K | 0.08% |
+11,430
|
|
||
177
Murphy Oil
MUR
$5.84B
| $309K | 0.08% |
7,481
-1,014
|
|
||
178
Vale
VALE
$69B
| $306K | 0.08% |
19,222
+457
|
|
||
179
Cummins
CMI
$90.9B
| $303K | 0.08% |
564
-5
|
|
||
180
AutoZone
AZO
$59.2B
| $301K | 0.08% |
89
-35
|
|
||
181
United Rentals
URI
$59.5B
| $295K | 0.07% |
405
-11
|
|
||
182
GSK
GSK
$103B
| $290K | 0.07% |
5,257
+152
|
|
||
183
Capital One
COF
$122B
| $288K | 0.07% |
1,578
-14
|
|
||
184
Marriott International
MAR
$94B
| $286K | 0.07% |
873
-20
|
|
||
185
American Express
AXP
$218B
| $284K | 0.07% |
939
-29
|
|
||
186
Steel Dynamics
STLD
$33.1B
| $280K | 0.07% |
1,557
-74
|
|
||
187
Fair Isaac
FICO
$24.6B
| $270K | 0.07% |
253
-67
|
|
||
188
Bank of America
BAC
$380B
| $264K | 0.07% |
5,415
-194
|
|
||
189
First Bancorp
FBP
$3.76B
| $259K | 0.07% |
12,147
-1,630
|
|
||
190
Rio Tinto
RIO
$164B
| $246K | 0.06% |
+2,636
|
|
||
191
DHT Holdings
DHT
$3.04B
| $243K | 0.06% |
13,286
-430
|
|
||
192
3M
MMM
$74.3B
| $233K | 0.06% |
1,603
-122
|
|
||
193
Union Pacific
UNP
$158B
| $231K | 0.06% |
953
-146
|
|
||
194
IBM
IBM
$218B
| $230K | 0.06% |
948
+46
|
|
||
195
Buckle
BKE
$2.85B
| $230K | 0.06% |
4,559
-1,496
|
|
||
196
Coca-Cola Consolidated
COKE
$13.6B
| $228K | 0.06% |
1,188
-180
|
|
||
|
VTIX
197
Virtuix Holdings Inc
VTIX
$118M
| $227K | 0.06% |
+33,555
|
|
||
198
Realty Income
O
$59.5B
| $225K | 0.06% |
3,684
+7
|
|
||
199
Emerson Electric
EMR
$77.2B
| $220K | 0.06% |
1,679
-5
|
|
||
200
Comcast
CMCSA
$97.1B
| $219K | 0.05% |
7,616
+664
|
|