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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
$298M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$7.3M
3
+$4.28M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.13M
5
PCAR icon
PACCAR
PCAR
+$2.85M

Top Sells

1
+$18.7M
2
+$8.82M
3
+$4.26M
4
AOS icon
A.O. Smith
AOS
+$2.91M
5
GPC icon
Genuine Parts
GPC
+$2.88M

Sector Composition

1 Industrials 15.22%
2 Technology 11.39%
3 Consumer Discretionary 7.38%
4 Energy 6.83%
5 Financials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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190
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4 5 6 7
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