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
$216M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.55M
3
+$3.93M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.1M
5
CVS icon
CVS Health
CVS
+$2.15M

Top Sells

1
+$3.83M
2
+$2.78M
3
+$2.03M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.63M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.44M

Sector Composition

1 Technology 9.05%
2 Consumer Staples 8.79%
3 Industrials 8.52%
4 Consumer Discretionary 8.17%
5 Healthcare 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.5M 5.3%
132,996
-3,130
2
$11.4M 5.25%
240,439
+65,609
3
$9.24M 4.27%
29,461
-3,408
4
$5.08M 2.35%
22,815
+24
5
$4.95M 2.29%
124,862
+28,049
6
$4.93M 2.28%
+53,701
7
$4.55M 2.1%
+13,246
8
$4.07M 1.88%
15,706
-435
9
$3.93M 1.81%
+24,346
10
$3.65M 1.68%
28,588
-596
11
$3.52M 1.63%
153,882
-1,885
12
$3.51M 1.62%
77,288
+6,572
13
$3.38M 1.56%
7,246
-107
14
$3.24M 1.5%
17,822
+191
15
$3.19M 1.48%
44,325
-655
16
$3.1M 1.43%
18,394
-15
17
$2.99M 1.38%
24,915
-500
18
$2.96M 1.37%
54,067
+1,781
19
$2.96M 1.37%
13,525
+176
20
$2.91M 1.34%
31,228
+717
21
$2.79M 1.29%
23,701
+78
22
$2.79M 1.29%
15,801
-287
23
$2.74M 1.26%
9,543
+433
24
$2.71M 1.25%
55,261
+860
25
$2.7M 1.25%
15,974
+610
1
2 3 4