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
$170M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$2.96M
3
+$2.83M
4
EA icon
Electronic Arts
EA
+$2.28M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.14M

Top Sells

1
+$8.64M
2
+$2.04M
3
+$1.96M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.81M
5
DAR icon
Darling Ingredients
DAR
+$1.74M

Sector Composition

1 Technology 11.63%
2 Healthcare 8.35%
3 Financials 6.05%
4 Industrials 6.02%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 6.72%
164,605
-22,772
2
$8.5M 5%
+219,048
3
$7.24M 4.26%
29,255
+5,337
4
$4.4M 2.59%
21,604
+1,388
5
$3.52M 2.07%
18,053
-2,558
6
$3.51M 2.06%
34,450
-4,070
7
$3.33M 1.96%
184,704
-17,360
8
$2.96M 1.74%
+229,256
9
$2.88M 1.7%
7,959
-838
10
$2.83M 1.66%
+65,990
11
$2.78M 1.63%
46,395
-4,759
12
$2.72M 1.6%
25,650
-1,610
13
$2.68M 1.58%
14,554
-1,672
14
$2.68M 1.57%
10,683
+66
15
$2.58M 1.52%
13,359
-996
16
$2.58M 1.52%
15,690
-1,003
17
$2.54M 1.49%
9,815
-573
18
$2.51M 1.48%
33,145
-701
19
$2.51M 1.47%
17,729
-1,272
20
$2.5M 1.47%
28,552
-603
21
$2.49M 1.46%
33,727
-1,692
22
$2.48M 1.46%
12,474
-529
23
$2.45M 1.44%
88,672
-10,592
24
$2.42M 1.42%
50,618
-3,938
25
$2.38M 1.4%
12,902
-335
1
2 3 4