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
$362M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.04M
3
+$4.75M
4
FIX icon
Comfort Systems
FIX
+$3.78M
5
GDDY icon
GoDaddy
GDDY
+$2.97M

Top Sells

1
+$5.78M
2
+$5.32M
3
+$5.01M
4
SMCI icon
Super Micro Computer
SMCI
+$3.8M
5
PSX icon
Phillips 66
PSX
+$2.76M

Sector Composition

1 Industrials 13.58%
2 Consumer Discretionary 12.33%
3 Technology 11.96%
4 Financials 10.93%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$224K 0.06%
+498
177
$223K 0.06%
+1,378
178
$223K 0.06%
906
-60
179
$223K 0.06%
+1,241
180
$221K 0.06%
3,527
-470
181
$220K 0.06%
+1,642
182
$217K 0.06%
1,445
+53
183
$217K 0.06%
625
184
$216K 0.06%
3,954
-2,273
185
$215K 0.06%
+2,669
186
$214K 0.06%
+2,864
187
$212K 0.06%
1,862
-340
188
$211K 0.06%
+3,528
189
$208K 0.06%
+5,588
190
$206K 0.06%
+2,008
191
$202K 0.06%
4,562
-348
192
$202K 0.06%
811
-38
193
$79.7K 0.02%
+10,064
194
$55.1K 0.02%
32,421
195
– –
-97,121
196
– –
-58,529
197
– –
-46,257
198
– –
-46,380
199
– –
-14,890
200
– –
-19,549
5 6 7
8
9