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
$186M
AUM Growth
+$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$2.1M
3
+$1.87M
4
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.86M
5
AMGN icon
Amgen
AMGN
+$1.57M

Top Sells

1
+$2.28M
2
+$2M
3
+$1.89M
4
HUM icon
Humana
HUM
+$1.65M
5
WDFC icon
WD-40
WDFC
+$1.42M

Sector Composition

1 Financials 11.42%
2 Technology 9.43%
3 Industrials 8.63%
4 Healthcare 8.07%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.2M 7.67%
211,984
-4,004
2
$10.6M 5.71%
171,387
+264
3
$4.49M 2.42%
23,706
-585
4
$4.39M 2.37%
40,482
-148
5
$4.18M 2.26%
73,780
-808
6
$4.05M 2.18%
26,792
-22
7
$3.49M 1.88%
195,888
+953
8
$3.25M 1.75%
28,169
+97
9
$2.98M 1.61%
36,879
+271
10
$2.96M 1.6%
22,537
-2,037
11
$2.89M 1.56%
55,380
+753
12
$2.88M 1.56%
34,541
+250
13
$2.82M 1.52%
13,689
+142
14
$2.8M 1.51%
57,112
+677
15
$2.77M 1.49%
9,234
-758
16
$2.75M 1.48%
66,226
+1,116
17
$2.71M 1.46%
19,981
+177
18
$2.7M 1.45%
49,152
+519
19
$2.66M 1.44%
15,318
-1,184
20
$2.62M 1.41%
7,362
+120
21
$2.62M 1.41%
19,197
+406
22
$2.62M 1.41%
50,783
+926
23
$2.61M 1.41%
28,190
-2,119
24
$2.6M 1.4%
29,727
+466
25
$2.58M 1.39%
95,165
-715
1
2 3 4