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
$267M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.07M
3
+$7.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.46M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.86M

Top Sells

1
+$43.8M
2
+$2.52M
3
+$1.38M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$899K
5
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$816K

Sector Composition

1 Industrials 13.18%
2 Consumer Discretionary 9.02%
3 Technology 6.73%
4 Consumer Staples 6.63%
5 Financials 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.2M 6.07%
176,683
-477,931
2
$15.6M 5.87%
115,711
+67,119
3
$15.3M 5.72%
174,926
+127,775
4
$11.8M 4.41%
32,899
+20,884
5
$9.47M 3.55%
35,437
+5,848
6
$8.62M 3.23%
108,342
-6,630
7
$7.91M 2.97%
90,026
+86,910
8
$7.01M 2.63%
86,302
+59,798
9
$6M 2.25%
25,745
+17
10
$4.67M 1.75%
128,500
-24,729
11
$4.5M 1.69%
32,564
+8,626
12
$4.39M 1.65%
+55,313
13
$4.13M 1.55%
38,640
+1,356
14
$4.05M 1.52%
25,305
+2,485
15
$3.92M 1.47%
30,749
+906
16
$3.86M 1.45%
26,859
+5,756
17
$3.43M 1.29%
21,257
+3,783
18
$3.4M 1.28%
12,372
+3
19
$3.35M 1.26%
22,417
+3,044
20
$3.08M 1.15%
32,250
+550
21
$3M 1.13%
6,132
+492
22
$2.96M 1.11%
23,277
-1,256
23
$2.88M 1.08%
17,533
+1,730
24
$2.87M 1.07%
10,387
+542
25
$2.77M 1.04%
64,086
+15,579
1
2 3 4 5