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
$176M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$455K
3
+$395K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$390K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$225K

Top Sells

1
+$1.09M
2
+$358K
3
+$324K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$301K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$292K

Sector Composition

1 Healthcare 11.19%
2 Financials 11.03%
3 Technology 9.15%
4 Industrials 6.45%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 7.91%
215,988
-2,879
2
$10.4M 5.92%
171,123
+90
3
$4.36M 2.48%
24,291
-394
4
$4.24M 2.41%
40,630
-345
5
$4.09M 2.32%
74,588
-820
6
$3.88M 2.21%
26,814
+12,990
7
$3.31M 1.89%
194,935
+1,178
8
$2.92M 1.66%
28,072
-707
9
$2.9M 1.65%
36,608
-1,869
10
$2.83M 1.61%
52,751
-1,274
11
$2.83M 1.61%
24,574
-1,664
12
$2.83M 1.61%
54,627
+499
13
$2.76M 1.57%
7,242
-306
14
$2.75M 1.56%
34,291
-764
15
$2.73M 1.56%
9,992
-724
16
$2.68M 1.52%
30,309
-2,064
17
$2.67M 1.52%
41,811
-1,863
18
$2.66M 1.51%
56,435
-973
19
$2.62M 1.49%
65,110
-1,525
20
$2.58M 1.47%
16,502
-1,170
21
$2.57M 1.46%
13,547
-1,887
22
$2.55M 1.45%
18,791
-147
23
$2.51M 1.43%
48,633
-1,161
24
$2.49M 1.41%
14,083
-660
25
$2.48M 1.41%
29,261
-711
1
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