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
$314M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$27.5M
2 +$12.7M
3 +$9.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.95M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.98M

Top Sells

1 +$20.6M
2 +$19.1M
3 +$10.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.52M
5
CVS icon
CVS Health
CVS
+$2.37M

Sector Composition

1 Industrials 16.69%
2 Technology 10.97%
3 Consumer Discretionary 7.67%
4 Consumer Staples 5.65%
5 Materials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,275
177
-27,920