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
$178M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.68M
3
+$1.33M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.06M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$410K

Top Sells

1
+$1.09M
2
+$57K
3
+$57K
4
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$56K
5
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
+$56K

Sector Composition

1 Financials 14.31%
2 Industrials 14.15%
3 Technology 9.14%
4 Healthcare 8.03%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11K 0.01%
+264
177
$10K 0.01%
+333
178
$10K 0.01%
586
+192
179
$9K 0.01%
+56
180
$8K ﹤0.01%
233
+87
181
$8K ﹤0.01%
+400
182
$8K ﹤0.01%
+19
183
$7K ﹤0.01%
1,000
184
$7K ﹤0.01%
+55
185
$6K ﹤0.01%
+38
186
$6K ﹤0.01%
76
187
$6K ﹤0.01%
+200
188
$6K ﹤0.01%
+17
189
$6K ﹤0.01%
114
+84
190
$6K ﹤0.01%
+45
191
$6K ﹤0.01%
+64
192
$5K ﹤0.01%
+85
193
$5K ﹤0.01%
+53
194
$5K ﹤0.01%
75
+35
195
$5K ﹤0.01%
400
+200
196
$5K ﹤0.01%
+100
197
$5K ﹤0.01%
+89
198
$4K ﹤0.01%
+56
199
$4K ﹤0.01%
+95
200
$4K ﹤0.01%
+57
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