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
$249M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$6.45M
3
+$6.17M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$3.64M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.47M

Top Sells

1
+$4.21M
2
+$2.91M
3
+$2.67M
4
V icon
Visa
V
+$2.58M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.53M

Sector Composition

1 Industrials 14.75%
2 Consumer Discretionary 8.46%
3 Consumer Staples 6.63%
4 Technology 5.84%
5 Financials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.3M 6.12%
311,060
+70,621
2
$12M 4.81%
110,563
+56,862
3
$12M 4.8%
130,753
-2,243
4
$10.4M 4.18%
70,843
+59,178
5
$9.09M 3.64%
22,922
+16,265
6
$8.75M 3.51%
27,416
-2,045
7
$5.56M 2.23%
23,569
+754
8
$5.38M 2.16%
47,239
+25,810
9
$3.98M 1.59%
28,084
-504
10
$3.88M 1.56%
16,733
-1,089
11
$3.83M 1.54%
23,806
-540
12
$3.67M 1.47%
45,770
-308
13
$3.64M 1.46%
+133,604
14
$3.63M 1.45%
151,030
-2,852
15
$3.47M 1.39%
85,345
-39,517
16
$3.47M 1.39%
14,006
-1,700
17
$3.37M 1.35%
38,306
-6,019
18
$3.35M 1.34%
24,253
-662
19
$3.05M 1.22%
23,664
-37
20
$3.04M 1.22%
15,350
-451
21
$3M 1.2%
6,583
-663
22
$2.93M 1.17%
53,584
+7,410
23
$2.9M 1.16%
17,089
-1,305
24
$2.83M 1.13%
9,256
-868
25
$2.72M 1.09%
+40,182
1
2 3 4 5