MCM

Monument Capital Management Portfolio holdings

AUM $400M
1-Year Est. Return 28.28%
This Quarter Est. Return
1 Year Est. Return
+28.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$4.64M
3
+$4.55M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.54M
5
LII icon
Lennox International
LII
+$3.05M

Top Sells

1
+$6.09M
2
+$5.04M
3
+$4.78M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$4.75M
5
WSM icon
Williams-Sonoma
WSM
+$4.27M

Sector Composition

1 Industrials 14.34%
2 Technology 12.85%
3 Financials 12.4%
4 Consumer Discretionary 11.4%
5 Consumer Staples 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-62,396
202
– –
-106,405
203
– –
-49,560
204
– –
-27,584
205
– –
-62,032
206
– –
-1,751
207
– –
-4,586
208
– –
-2,956
209
– –
-1,454
210
– –
-488
211
– –
-570
212
– –
-458
213
– –
-3,954
214
– –
-19,006
215
– –
-11,168
216
– –
-6,939
217
– –
-625
218
– –
-6,989
219
– –
-1,699
220
– –
-2,008
5 6 7 8
9