MCM

Monument Capital Management Portfolio holdings

AUM $402M
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$3.88M
3
+$3.17M
4
WSM icon
Williams-Sonoma
WSM
+$2.7M
5
FCFS icon
FirstCash
FCFS
+$2.13M

Top Sells

1
+$8.96M
2
+$8.73M
3
+$5.59M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.04M

Sector Composition

1 Industrials 14.14%
2 Technology 12.55%
3 Consumer Discretionary 10.96%
4 Financials 6.93%
5 Consumer Staples 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$204K 0.07%
+1,682
177
$121K 0.04%
32,887
178
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-6,656
189
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-16,218
192
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-8,031
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196
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-12,095
4 5 6 7
8