MCM
Monument Capital Management Portfolio holdings
AUM
$384M
This Quarter Return
+5.14%
1 Year Return
+28.84%
3 Year Return
+108.4%
5 Year Return
+182.4%
10 Year Return
–
AUM
$299M
AUM Growth
+$299M
(+2.2%)
Cap. Flow
-$3.24M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
39.04%
Holding
176
New
21
Increased
54
Reduced
64
Closed
30
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$23.4M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
$5.1M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$4.68M |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.69M |
| 5 |
General Dynamics
GD
|
$2.42M |
Top Sells
Sector Composition
| 1 | Industrials | 14.8% |
| 2 | Technology | 7.18% |
| 3 | Consumer Discretionary | 7.16% |
| 4 | Consumer Staples | 7.02% |
| 5 | Materials | 5.76% |