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
$402M
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$4.97M
3
+$4.79M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.91M
5
INCY icon
Incyte
INCY
+$2.75M

Top Sells

1
+$4.81M
2
+$4.66M
3
+$4.2M
4
BKNG icon
Booking.com
BKNG
+$3.78M
5
UBER icon
Uber
UBER
+$3.41M

Sector Composition

1 Technology 14.66%
2 Industrials 11.3%
3 Financials 11.15%
4 Consumer Discretionary 8.79%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VLO icon
176
Valero Energy
VLO
$73.8B
$310K 0.08%
1,907
BK icon
177
Bank of New York Mellon
BK
$91.8B
$310K 0.08%
2,672
BAC icon
178
Bank of America
BAC
$380B
$308K 0.08%
5,609
+240
IRM icon
179
Iron Mountain
IRM
$37.8B
$294K 0.07%
3,545
-2,694
CMI icon
180
Cummins
CMI
$90.9B
$290K 0.07%
569
FBP icon
181
First Bancorp
FBP
$3.76B
$286K 0.07%
13,777
-372
KMI icon
182
Kinder Morgan
KMI
$72.4B
$283K 0.07%
10,299
+975
NEM icon
183
Newmont
NEM
$116B
$281K 0.07%
+2,815
MAR icon
184
Marriott International
MAR
$94B
$277K 0.07%
893
-23
STLD icon
185
Steel Dynamics
STLD
$33.1B
$276K 0.07%
1,631
-4
MMM icon
186
3M
MMM
$74.3B
$276K 0.07%
1,725
+23
IBM icon
187
IBM
IBM
$218B
$267K 0.07%
902
MUR icon
188
Murphy Oil
MUR
$5.84B
$265K 0.07%
8,495
+1,115
KLAC icon
189
KLA
KLAC
$226B
$262K 0.07%
216
AIG icon
190
American International
AIG
$42.1B
$257K 0.06%
3,001
-61
UNP icon
191
Union Pacific
UNP
$158B
$254K 0.06%
1,099
-117
GSK icon
192
GSK
GSK
$103B
$250K 0.06%
5,105
+467
BLK icon
193
Blackrock
BLK
$165B
$246K 0.06%
230
-221
VICI icon
194
VICI Properties
VICI
$30.6B
$246K 0.06%
8,739
+2,016
VALE icon
195
Vale
VALE
$69B
$245K 0.06%
18,765
+5,854
SPOT icon
196
Spotify
SPOT
$90.9B
$243K 0.06%
418
+10
MDT icon
197
Medtronic
MDT
$103B
$243K 0.06%
2,526
-700
CTAS icon
198
Cintas
CTAS
$67.9B
$232K 0.06%
1,236
XVV icon
199
iShares ESG Screened S&P 500 ETF
XVV
$639M
$231K 0.06%
4,386
+334
HCA icon
200
HCA Healthcare
HCA
$96.4B
$230K 0.06%
493
6 7
8
9 10