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
$347M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.69M
3
+$5.97M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$3.79M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.65M

Top Sells

1
+$16.1M
2
+$13.7M
3
+$8.42M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$6.27M
5
SMCI icon
Super Micro Computer
SMCI
+$3.63M

Sector Composition

1 Industrials 15.18%
2 Consumer Discretionary 12.55%
3 Technology 12.52%
4 Financials 7.76%
5 Energy 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$220K 0.06%
+1,721
177
$220K 0.06%
+966
178
$220K 0.06%
1,196
-9
179
$217K 0.06%
+3,449
180
$211K 0.06%
+26
181
$210K 0.06%
2,633
+11
182
$210K 0.06%
1,709
-74
183
$209K 0.06%
+3,057
184
$207K 0.06%
1,491
-139
185
$204K 0.06%
3,618
+46
186
$202K 0.06%
+4,425
187
$195K 0.06%
+17,756
188
– –
-3,685
189
– –
-6,974
190
– –
-35,930
191
– –
-38,611
192
– –
-1,057
193
– –
-2,199
194
– –
-8,497
195
– –
-2,033
196
– –
-17,347
197
– –
-1,682
198
– –
-6,571
199
– –
-32,677
200
– –
-19,128
5 6 7
8
9