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
$400M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$3.26M
3
+$3.04M
4
JBL icon
Jabil
JBL
+$2.99M
5
AU icon
AngloGold Ashanti
AU
+$2.8M

Top Sells

1
+$3.68M
2
+$3.67M
3
+$3.65M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$3.45M
5
RS icon
Reliance Steel & Aluminium
RS
+$2.97M

Sector Composition

1 Technology 14.57%
2 Financials 11.35%
3 Industrials 11.08%
4 Consumer Discretionary 10.1%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$224K 0.06%
+3,677
202
$222K 0.06%
+3,123
203
$221K 0.06%
1,684
204
$219K 0.05%
480
205
$219K 0.05%
+6,723
206
$219K 0.05%
2,669
207
$216K 0.05%
+5,320
208
$213K 0.05%
817
-56
209
$212K 0.05%
2,769
210
$210K 0.05%
493
-118
211
$210K 0.05%
+2,177
212
$210K 0.05%
+7,380
213
$209K 0.05%
4,052
-1,351
214
$207K 0.05%
+4,213
215
$205K 0.05%
+5,040
216
$205K 0.05%
+855
217
$203K 0.05%
1,135
-14,453
218
$201K 0.05%
+582
219
$200K 0.05%
+4,638
220
$199K 0.05%
+11,147
221
$197K 0.05%
+16,444
222
$169K 0.04%
14,182
-2,945
223
$140K 0.04%
+12,911
224
$112K 0.03%
12,807
-5,030
225
$78.8K 0.02%
16,545
-3,542
7 8
9
10 11