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
$190M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$2.53M
3
+$2.46M
4
PWR icon
Quanta Services
PWR
+$2.38M
5
DG icon
Dollar General
DG
+$2.35M

Top Sells

1
+$2.54M
2
+$2.48M
3
+$2.42M
4
FI icon
Fiserv
FI
+$2.33M
5
SO icon
Southern Company
SO
+$2.29M

Sector Composition

1 Consumer Discretionary 9.84%
2 Consumer Staples 9.81%
3 Technology 9.43%
4 Industrials 8.55%
5 Healthcare 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 5.42%
136,126
-28,479
2
$9.13M 4.82%
32,869
+3,614
3
$7.15M 3.77%
174,830
-44,218
4
$5.66M 2.98%
16,889
+10,475
5
$4.79M 2.53%
22,791
+1,187
6
$3.45M 1.82%
16,141
-1,912
7
$3.35M 1.77%
26,027
+16,586
8
$3.26M 1.72%
96,813
+43,237
9
$3.25M 1.71%
7,353
-606
10
$3.15M 1.66%
29,184
-5,266
11
$3.11M 1.64%
70,716
+4,726
12
$3.07M 1.62%
18,409
-2,442
13
$3M 1.58%
155,767
-28,937
14
$2.78M 1.47%
189,283
-39,973
15
$2.75M 1.45%
9,907
-776
16
$2.67M 1.41%
23,623
-2,027
17
$2.67M 1.41%
13,349
-10
18
$2.63M 1.39%
17,631
-903
19
$2.59M 1.37%
25,415
-3,137
20
$2.58M 1.36%
11,775
-1,127
21
$2.58M 1.36%
52,286
+598
22
$2.53M 1.34%
+16,088
23
$2.48M 1.31%
53,196
+831
24
$2.46M 1.3%
+14,412
25
$2.45M 1.29%
30,982
-2,745
1
2 3 4 5