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
$294M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.23M
3
+$4.28M
4
PII icon
Polaris
PII
+$2.57M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.02M

Top Sells

1
+$9.33M
2
+$2.63M
3
+$889K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$799K
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$593K

Sector Composition

1 Industrials 13.85%
2 Consumer Discretionary 12.41%
3 Financials 7.53%
4 Technology 4.99%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24M 8.17%
67,108
+5,650
2
$18.7M 6.37%
43,628
+9,983
3
$17.6M 5.99%
349,233
+103,583
4
$12.3M 4.19%
125,221
-3,145
5
$11.8M 4.02%
76,938
+37,921
6
$6.66M 2.27%
23,636
+48
7
$4.48M 1.52%
39,041
-7,739
8
$4.3M 1.46%
43,713
-1,608
9
$4.1M 1.39%
23,344
-128
10
$4.05M 1.38%
27,048
-492
11
$3.9M 1.33%
34,309
-1,432
12
$3.62M 1.23%
15,807
-102
13
$3.61M 1.23%
24,163
-809
14
$3.55M 1.21%
6,221
-212
15
$3.55M 1.21%
23,755
-951
16
$3.49M 1.19%
143,430
-3,684
17
$3.37M 1.15%
17,559
+447
18
$3.25M 1.1%
9,894
+200
19
$3.22M 1.1%
17,699
+285
20
$3.2M 1.09%
16,276
-164
21
$3.17M 1.08%
22,424
-1,664
22
$2.97M 1.01%
109,359
-21,858
23
$2.96M 1.01%
34,917
+347
24
$2.83M 0.96%
46,992
-1,564
25
$2.67M 0.91%
57,636
-1,545
1
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