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
$325M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.14M
3
+$6.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.89M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.58M

Top Sells

1
+$19.9M
2
+$12.7M
3
+$9.05M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.52M
5
EVR icon
Evercore
EVR
+$4.64M

Sector Composition

1 Financials 11.71%
2 Technology 11.66%
3 Consumer Discretionary 11.51%
4 Industrials 10.33%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$224K 0.07%
2,696
-3,375
177
$223K 0.07%
+899
178
$221K 0.07%
1,767
-284
179
$220K 0.07%
2,669
180
$219K 0.07%
+6,416
181
$218K 0.07%
498
-15
182
$216K 0.07%
833
-16
183
$216K 0.07%
+2,683
184
$215K 0.07%
1,014
+83
185
$213K 0.07%
+5,100
186
$211K 0.06%
+6,060
187
$205K 0.06%
+372
188
$204K 0.06%
+300
189
$203K 0.06%
851
-2
190
$202K 0.06%
+1,282
191
$116K 0.04%
+14,283
192
$104K 0.03%
20,021
+6,498
193
$71.7K 0.02%
32,421
194
– –
-638
195
– –
-20,256
196
– –
-19,551
197
– –
-8,238
198
– –
-2,033
199
– –
-20,083
200
– –
-1,308
6 7
8
9 10