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
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$7.24M
3
+$5.31M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.12M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.96M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.3%
2 Financials 13.28%
3 Technology 11.22%
4 Healthcare 7.26%
5 Consumer Staples 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.25M 5.11%
+71,731
2
$7.24M 5.11%
+134,248
3
$5.31M 3.75%
+56,458
4
$5.12M 3.61%
+358,280
5
$4.96M 3.5%
+177,535
6
$3.73M 2.63%
+111,785
7
$3.46M 2.44%
+60,795
8
$3.24M 2.28%
+80,007
9
$3.22M 2.27%
+94,259
10
$3.22M 2.27%
+20,669
11
$2.95M 2.08%
+18,701
12
$2.84M 2.01%
+64,708
13
$2.81M 1.98%
+25,475
14
$2.61M 1.84%
+11,854
15
$2.57M 1.82%
+55,744
16
$2.51M 1.77%
+29,109
17
$2.22M 1.57%
+11,296
18
$2.19M 1.54%
+18,685
19
$2.18M 1.54%
+6,790
20
$2.17M 1.53%
+51,001
21
$2.16M 1.53%
+11,525
22
$2.09M 1.47%
+60,843
23
$2.08M 1.47%
+31,736
24
$2.05M 1.45%
+64,064
25
$2.05M 1.44%
+24,117
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