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
$292M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$7.08M
3
+$4.8M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.79M
5
XOM icon
Exxon Mobil
XOM
+$2.47M

Top Sells

1
+$16.2M
2
+$7.01M
3
+$5.83M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$3.74M
5
PWR icon
Quanta Services
PWR
+$3.47M

Sector Composition

1 Industrials 11.85%
2 Consumer Staples 7.71%
3 Consumer Discretionary 7.59%
4 Technology 5.94%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.6M 6.7%
+318,056
2
$19.3M 6.6%
127,021
+11,310
3
$14.1M 4.84%
149,504
-25,422
4
$11.8M 4.02%
139,001
+83,688
5
$9.81M 3.35%
25,646
-7,253
6
$8.69M 2.97%
102,469
-5,873
7
$7.11M 2.43%
67,452
+45,525
8
$6.29M 2.15%
26,243
+498
9
$4.97M 1.7%
37,671
-969
10
$4.91M 1.68%
116,966
-11,534
11
$4.9M 1.67%
27,288
+429
12
$4.36M 1.49%
48,487
-41,539
13
$4.34M 1.48%
18,125
+592
14
$4.06M 1.39%
12,867
+2,480
15
$3.94M 1.35%
22,707
+290
16
$3.71M 1.27%
23,652
-1,653
17
$3.61M 1.23%
13,540
-21,897
18
$3.46M 1.18%
19,899
-1,358
19
$3.42M 1.17%
31,017
+22,417
20
$3.42M 1.17%
6,148
+16
21
$3.32M 1.13%
11,873
-499
22
$3.26M 1.11%
47,102
+1,152
23
$3.19M 1.09%
67,449
+3,363
24
$3.15M 1.08%
24,225
-8,339
25
$3.11M 1.06%
22,014
-1,263
1
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