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
$362M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$4.63M
3
+$4.48M
4
FIX icon
Comfort Systems
FIX
+$3.19M
5
GDDY icon
GoDaddy
GDDY
+$2.9M

Top Sells

1
+$5.78M
2
+$5.15M
3
+$5.01M
4
SMCI icon
Super Micro Computer
SMCI
+$3.8M
5
PSX icon
Phillips 66
PSX
+$2.76M

Sector Composition

1 Industrials 13.58%
2 Consumer Discretionary 12.33%
3 Technology 11.96%
4 Financials 10.93%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-19,651
202
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-1,144
203
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-6,428
204
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-21,855
205
– –
-2,658
206
– –
-9,409
207
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-3,170
208
– –
-5,716
209
– –
-895
210
– –
-19,549
211
– –
-14,890
212
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-46,257
213
– –
-58,529
214
– –
-97,121
5 6 7 8
9