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
$363M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$4.64M
3
+$4.55M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.54M
5
LII icon
Lennox International
LII
+$3.05M

Top Sells

1
+$6.09M
2
+$5.04M
3
+$4.78M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$4.75M
5
WSM icon
Williams-Sonoma
WSM
+$4.27M

Sector Composition

1 Industrials 14.34%
2 Technology 12.85%
3 Financials 12.4%
4 Consumer Discretionary 11.4%
5 Consumer Staples 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$238K 0.07%
853
+42
177
$237K 0.07%
513
+15
178
$236K 0.07%
+9,489
179
$233K 0.06%
1,276
+12
180
$231K 0.06%
+1,195
181
$231K 0.06%
642
182
$229K 0.06%
1,171
-36
183
$223K 0.06%
1,972
+110
184
$221K 0.06%
27
185
$221K 0.06%
1,437
-762
186
$218K 0.06%
+1,759
187
$217K 0.06%
1,898
-54
188
$216K 0.06%
+620
189
$216K 0.06%
2,669
190
$210K 0.06%
+931
191
$210K 0.06%
+638
192
$209K 0.06%
1,384
-61
193
$207K 0.06%
+3,655
194
$206K 0.06%
+1,097
195
$204K 0.06%
2,243
-904
196
$134K 0.04%
32,421
197
$93.8K 0.03%
13,523
+3,459
198
$93.2K 0.03%
+15,688
199
– –
-36,189
200
– –
-23,550
5 6 7
8
9