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
$322M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$6.43M
3
+$5.21M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.47M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.6M

Top Sells

1
+$9.29M
2
+$3M
3
+$2.26M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.24M
5
LAD icon
Lithia Motors
LAD
+$1.96M

Sector Composition

1 Industrials 13.11%
2 Consumer Discretionary 9.9%
3 Financials 6.85%
4 Technology 5.55%
5 Consumer Staples 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.3M 7.55%
51,201
+7,573
2
$23.7M 7.36%
59,580
-7,528
3
$13.3M 4.14%
77,669
+731
4
$13.1M 4.06%
122,393
-2,828
5
$10.5M 3.25%
114,460
+104,526
6
$8.82M 2.74%
77,035
+56,141
7
$8.54M 2.65%
167,235
-181,998
8
$7.95M 2.47%
23,624
-12
9
$6.11M 1.9%
41,249
+35,160
10
$4.9M 1.52%
57,312
+52,297
11
$4.74M 1.47%
26,062
+2,718
12
$4.56M 1.42%
39,954
-3,759
13
$4.25M 1.32%
26,147
-901
14
$4.01M 1.25%
22,608
+184
15
$3.92M 1.22%
5,881
-340
16
$3.91M 1.21%
9,415
-479
17
$3.81M 1.18%
22,055
-1,700
18
$3.79M 1.18%
22,708
-1,455
19
$3.69M 1.15%
17,229
-470
20
$3.67M 1.14%
32,028
-2,281
21
$3.67M 1.14%
142,224
-1,206
22
$3.54M 1.1%
31,069
-7,972
23
$3.5M 1.09%
33,951
-966
24
$3.3M 1.03%
38,485
-2,925
25
$3.29M 1.02%
14,228
-1,579
1
2 3 4 5