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
$384M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.77M
3
+$4.25M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$3.32M
5
APH icon
Amphenol
APH
+$3.12M

Top Sells

1
+$5.89M
2
+$4.5M
3
+$3.82M
4
PHM icon
Pultegroup
PHM
+$3.73M
5
EWD icon
iShares MSCI Sweden ETF
EWD
+$3.15M

Sector Composition

1 Technology 14.93%
2 Financials 11.05%
3 Industrials 10.66%
4 Consumer Discretionary 9.88%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$232K 0.06%
+221
202
$232K 0.06%
3,483
-472
203
$231K 0.06%
9,290
-42
204
$230K 0.06%
2,422
-29,973
205
$225K 0.06%
2,142
-221
206
$225K 0.06%
+1,684
207
$214K 0.06%
1,241
208
$213K 0.06%
+644
209
$212K 0.06%
2,669
210
$210K 0.05%
1,415
+133
211
$206K 0.05%
6,871
-3,852
212
$203K 0.05%
+2,769
213
$203K 0.05%
+873
214
$202K 0.05%
480
-18
215
$191K 0.05%
40,484
+20,463
216
$185K 0.05%
17,127
-5,986
217
$151K 0.04%
17,837
+3,554
218
$95K 0.02%
+20,087
219
$59K 0.02%
32,421
220
– –
-19,531
221
– –
-1,767
222
– –
-3,590
223
– –
-31,636
224
– –
-51,227
225
– –
-4,612
6 7 8
9
10