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
$299M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$5.1M
3
+$4.68M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$2.69M
5
GD icon
General Dynamics
GD
+$2.42M

Top Sells

1
+$9.41M
2
+$9.23M
3
+$7.11M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$4.36M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.79M

Sector Composition

1 Industrials 14.8%
2 Technology 7.18%
3 Consumer Discretionary 7.16%
4 Consumer Staples 7.02%
5 Materials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.4M 7.84%
+393,600
2
$20.7M 6.91%
308,967
-9,089
3
$19.1M 6.4%
197,895
+48,391
4
$10.5M 3.51%
25,618
-28
5
$10.3M 3.46%
67,089
-59,932
6
$8.43M 2.82%
29,249
+3,006
7
$8.13M 2.72%
89,767
-12,702
8
$5.57M 1.86%
36,044
-1,627
9
$5.37M 1.8%
32,542
+8,317
10
$5.1M 1.71%
+57,505
11
$4.53M 1.52%
100,353
-16,613
12
$4.2M 1.4%
25,725
-1,563
13
$4.17M 1.39%
6,050
-98
14
$4.14M 1.39%
18,095
-30
15
$4.14M 1.39%
21,343
+1,444
16
$4.05M 1.36%
24,211
+1,504
17
$3.93M 1.31%
35,826
+4,809
18
$3.91M 1.31%
12,183
-1,357
19
$3.89M 1.3%
23,815
+163
20
$3.84M 1.28%
21,058
+11,584
21
$3.28M 1.1%
66,771
-678
22
$3.26M 1.09%
6,888
+4,460
23
$3.23M 1.08%
46,971
-131
24
$3.12M 1.04%
27,576
-414
25
$3.04M 1.02%
11,796
-77
1
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