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
$160M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$2.04M
3
+$2.03M
4
HUM icon
Humana
HUM
+$2M
5
AMT icon
American Tower
AMT
+$1.98M

Top Sells

1
+$2.76M
2
+$2.43M
3
+$2.42M
4
RTN
Raytheon Company
RTN
+$2.38M
5
GD icon
General Dynamics
GD
+$2.16M

Sector Composition

1 Healthcare 12.26%
2 Financials 11.43%
3 Technology 8.76%
4 Industrials 6.31%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-16
202
– –
-277
203
– –
-31
204
– –
-32
205
– –
-8,396
206
– –
-6,576
207
– –
-150
208
– –
-34
209
– –
-5,756
210
– –
-9,031
211
– –
-10
212
– –
-30,276
213
– –
-26
214
– –
-42
215
– –
-3
216
– –
-40
217
– –
-32
218
– –
-28
219
– –
-18
220
– –
-16
221
– –
-12
222
– –
-3
223
– –
-8
224
– –
-3,000
225
– –
-7
7 8
9
10 11