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
$144M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.26M
3
+$2.98M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$2.21M
5
PRU icon
Prudential Financial
PRU
+$1.72M

Top Sells

1
+$3.88M
2
+$3.74M
3
+$3.64M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.63M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$3.55M

Sector Composition

1 Financials 15.78%
2 Industrials 13.98%
3 Technology 8.06%
4 Healthcare 7.77%
5 Utilities 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 9.12%
+210,268
2
$9.26M 6.42%
+146,147
3
$3.85M 2.67%
22,407
+436
4
$3.8M 2.64%
37,300
-35,578
5
$3.8M 2.64%
67,624
-69,100
6
$2.98M 2.07%
+148,995
7
$2.53M 1.75%
50,868
-2,970
8
$2.48M 1.72%
47,332
-14,924
9
$2.3M 1.6%
6,864
-378
10
$2.29M 1.58%
20,799
-972
11
$2.25M 1.56%
17,295
-2,132
12
$2.23M 1.54%
9,070
-1,240
13
$2.21M 1.54%
16,324
-383
14
$2.21M 1.54%
+80,534
15
$2.19M 1.52%
29,498
-3,656
16
$2.18M 1.51%
51,597
-1,758
17
$2.14M 1.49%
66,546
-1,307
18
$2.14M 1.48%
62,075
-1,952
19
$2.13M 1.48%
26,160
-731
20
$2.13M 1.48%
31,123
-945
21
$2.1M 1.46%
15,881
-1,720
22
$2.06M 1.43%
35,583
-1,339
23
$2.03M 1.41%
9,805
-1,073
24
$2.01M 1.39%
10,388
-1,347
25
$2M 1.39%
25,676
-530
1
2 3 4 5