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
$184M
AUM Growth
-$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.08M
3
+$1.04M
4
IRM icon
Iron Mountain
IRM
+$940K
5
MSFT icon
Microsoft
MSFT
+$346K

Top Sells

1
+$1.55M
2
+$1.29M
3
+$1.02M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$927K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$862K

Sector Composition

1 Financials 11.44%
2 Technology 10%
3 Industrials 8.5%
4 Healthcare 7.6%
5 Consumer Staples 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 6.87%
188,888
-23,096
2
$9.54M 5.18%
156,214
-15,173
3
$4.42M 2.4%
23,424
-282
4
$4.4M 2.39%
40,700
+218
5
$4.19M 2.27%
74,924
+1,144
6
$4.05M 2.2%
26,834
+42
7
$3.49M 1.89%
199,403
+3,515
8
$3.19M 1.73%
27,695
-474
9
$2.99M 1.62%
21,764
-773
10
$2.98M 1.62%
55,321
-1,791
11
$2.97M 1.61%
54,636
+3,853
12
$2.94M 1.6%
36,608
-271
13
$2.91M 1.58%
47,133
-2,019
14
$2.89M 1.57%
13,449
-240
15
$2.83M 1.54%
20,393
+2,489
16
$2.82M 1.53%
27,226
-964
17
$2.8M 1.52%
33,856
-685
18
$2.77M 1.5%
7,283
-79
19
$2.73M 1.48%
52,950
-802
20
$2.72M 1.48%
19,161
-820
21
$2.69M 1.46%
36,756
-2,091
22
$2.68M 1.45%
9,195
-39
23
$2.67M 1.45%
28,248
-1,479
24
$2.62M 1.42%
15,200
-118
25
$2.56M 1.39%
97,192
+2,027
1
2 3 4