We are live on ! Find out more
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
$340M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$4.84M
3
+$4.68M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.05M
5
AMAT icon
Applied Materials
AMAT
+$2.73M

Top Sells

1
+$5.19M
2
+$4.05M
3
+$3.88M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$3.35M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.34M

Sector Composition

1 Technology 15.19%
2 Consumer Discretionary 12.41%
3 Industrials 11.28%
4 Financials 8.23%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$202K 0.06%
1,392
-427
177
$202K 0.06%
1,186
-10
178
$53.8K 0.02%
32,421
179
– –
-3,994
180
– –
-652
181
– –
-1,524
182
– –
-1,539
183
– –
-11,984
184
– –
-23,563
185
– –
-15,462
186
– –
-1,709
187
– –
-36,236
188
– –
-4,441
189
– –
-8,656
190
– –
-10,660
191
– –
-3,618
192
– –
-1,491
193
– –
-3,449
194
– –
-3,025
195
– –
-20,733
196
– –
-2,633
197
– –
-60,062
198
– –
-1,849
199
– –
-44,987
200
– –
-25,301
5 6 7
8
9