MCM

Monument Capital Management Portfolio holdings

AUM $402M
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.79M
3
+$4.52M
4
APH icon
Amphenol
APH
+$3.76M
5
FIX icon
Comfort Systems
FIX
+$3.63M

Top Sells

1
+$5.89M
2
+$4.16M
3
+$3.9M
4
META icon
Meta Platforms (Facebook)
META
+$3.42M
5
MUSA icon
Murphy USA
MUSA
+$3.41M

Sector Composition

1 Technology 14.93%
2 Financials 11.05%
3 Industrials 10.66%
4 Consumer Discretionary 9.88%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$276K 0.07%
+14,974
177
$274K 0.07%
+3,642
178
$272K 0.07%
+4,900
179
$271K 0.07%
920
+21
180
$267K 0.07%
298
-2
181
$264K 0.07%
+2,905
182
$263K 0.07%
1,953
-682
183
$262K 0.07%
7,045
+985
184
$259K 0.07%
+8,450
185
$259K 0.07%
1,331
186
$258K 0.07%
+1,693
187
$258K 0.07%
5,403
-12
188
$257K 0.07%
2,302
-37,248
189
$252K 0.07%
922
+71
190
$252K 0.07%
+3,587
191
$249K 0.06%
6,926
-2,131
192
$245K 0.06%
+451
193
$244K 0.06%
+3,704
194
$244K 0.06%
7,137
+721
195
$243K 0.06%
+2,672
196
$243K 0.06%
5,132
-1,275
197
$242K 0.06%
+2,758
198
$241K 0.06%
609
-33
199
$240K 0.06%
1,877
-46
200
$234K 0.06%
+611
6 7
8
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