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
$139M
AUM Growth
-$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$192K
2
+$189K
3
+$186K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$184K
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$183K

Top Sells

1
+$4.5M
2
+$2.42M
3
+$2.39M
4
LYB icon
LyondellBasell Industries
LYB
+$2.35M
5
OSK icon
Oshkosh
OSK
+$2.34M

Sector Composition

1 Technology 11.97%
2 Healthcare 9.64%
3 Financials 8.3%
4 Consumer Staples 7.27%
5 Utilities 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 7.71%
187,377
-3,080
2
$7.81M 5.61%
156,474
-1,744
3
$4.55M 3.27%
23,918
+452
4
$3.24M 2.33%
38,520
-2,514
5
$3.19M 2.29%
20,216
+226
6
$2.94M 2.12%
202,064
+3,398
7
$2.77M 1.99%
51,154
-1,183
8
$2.65M 1.91%
20,611
-582
9
$2.63M 1.89%
54,556
-994
10
$2.6M 1.87%
35,419
-410
11
$2.52M 1.81%
27,260
-540
12
$2.52M 1.81%
16,226
-75
13
$2.5M 1.79%
8,797
-159
14
$2.49M 1.79%
46,068
-895
15
$2.48M 1.78%
19,221
-6,754
16
$2.45M 1.76%
25,764
-611
17
$2.43M 1.75%
19,001
-322
18
$2.32M 1.67%
16,693
+158
19
$2.31M 1.66%
14,355
-220
20
$2.31M 1.66%
52,173
-3,296
21
$2.27M 1.63%
29,155
-136
22
$2.26M 1.63%
10,388
-241
23
$2.25M 1.62%
99,264
+1,316
24
$2.22M 1.59%
28,417
-193
25
$2.19M 1.57%
13,237
-105
1
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