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
$325M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.14M
3
+$6.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.89M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.58M

Top Sells

1
+$19.9M
2
+$12.7M
3
+$9.05M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.52M
5
EVR icon
Evercore
EVR
+$4.64M

Sector Composition

1 Financials 11.71%
2 Technology 11.66%
3 Consumer Discretionary 11.51%
4 Industrials 10.33%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-2,033
202
– –
-20,083
203
– –
-1,308
204
– –
-4,984
205
– –
-1,384
206
– –
-15,688
207
– –
-1,437
208
– –
-27
209
– –
-19,749
210
– –
-30,588
211
– –
-1,097
212
– –
-15,016
213
– –
-23,007
214
– –
-54,563
215
– –
-37,701
216
– –
-16,909
217
– –
-2,752
218
– –
-53,715
219
– –
-9,372
220
– –
-9,753
221
– –
-12,083
222
– –
-16,724
223
– –
-1,759
224
– –
-19,106
225
– –
-5,335
6 7 8
9
10