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
$178M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.68M
3
+$1.33M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.06M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$410K

Top Sells

1
+$1.09M
2
+$57K
3
+$57K
4
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$56K
5
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
+$56K

Sector Composition

1 Financials 14.31%
2 Industrials 14.15%
3 Technology 9.14%
4 Healthcare 8.03%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.7M 8.81%
235,432
+25,164
2
$10.7M 6.01%
166,874
+20,727
3
$4.55M 2.55%
24,466
+2,059
4
$4.39M 2.47%
41,114
+3,814
5
$4.35M 2.44%
74,668
+7,044
6
$3M 1.68%
168,564
+19,569
7
$2.98M 1.67%
18,591
+1,296
8
$2.82M 1.58%
54,390
+7,058
9
$2.81M 1.58%
67,250
+5,175
10
$2.78M 1.56%
7,482
+618
11
$2.76M 1.55%
72,488
+5,942
12
$2.68M 1.51%
17,590
+1,266
13
$2.67M 1.5%
39,381
+3,798
14
$2.65M 1.49%
32,173
+2,675
15
$2.63M 1.48%
9,886
+816
16
$2.62M 1.47%
10,719
+914
17
$2.6M 1.46%
54,993
+4,125
18
$2.6M 1.46%
17,322
+1,441
19
$2.57M 1.44%
28,405
+2,245
20
$2.5M 1.4%
56,534
+5,368
21
$2.5M 1.4%
33,871
+2,748
22
$2.49M 1.4%
25,281
+2,178
23
$2.43M 1.37%
88,611
+8,077
24
$2.43M 1.37%
7,024
+678
25
$2.42M 1.36%
30,276
+2,963
1
2 3 4 5