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
$400M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$3.26M
3
+$3.04M
4
JBL icon
Jabil
JBL
+$2.99M
5
AU icon
AngloGold Ashanti
AU
+$2.8M

Top Sells

1
+$3.68M
2
+$3.67M
3
+$3.65M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$3.45M
5
RS icon
Reliance Steel & Aluminium
RS
+$2.97M

Sector Composition

1 Technology 14.57%
2 Financials 11.35%
3 Industrials 11.08%
4 Consumer Discretionary 10.1%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$281K 0.07%
+457
177
$279K 0.07%
4,818
-595
178
$277K 0.07%
5,369
+237
179
$276K 0.07%
3,460
-244
180
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+3,467
181
$265K 0.07%
3,220
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182
$264K 0.07%
1,702
+9
183
$264K 0.07%
9,324
-2,525
184
$263K 0.07%
1,519
-165
185
$261K 0.07%
7,537
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186
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187
$255K 0.06%
902
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188
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1,236
-67
189
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190
$249K 0.06%
+4,174
191
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13,355
-1,619
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193
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194
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195
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196
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916
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197
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198
$233K 0.06%
216
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199
$228K 0.06%
1,635
-242
200
$225K 0.06%
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