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
$298M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$7.22M
3
+$4.04M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.92M
5
PCAR icon
PACCAR
PCAR
+$2.84M

Top Sells

1
+$18.8M
2
+$8.48M
3
+$4.03M
4
AOS icon
A.O. Smith
AOS
+$2.91M
5
CVX icon
Chevron
CVX
+$2.88M

Sector Composition

1 Industrials 14.57%
2 Technology 11.39%
3 Consumer Discretionary 7.38%
4 Energy 6.83%
5 Financials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.2M 5.77%
40,244
-1,047
2
$17M 5.72%
179,703
-7,649
3
$12.6M 4.23%
168,880
+52,599
4
$11.2M 3.74%
193,607
+131,359
5
$11M 3.68%
315,688
+207,872
6
$9.62M 3.23%
30,458
+351
7
$8.73M 2.93%
95,126
-204,450
8
$8.51M 2.86%
90,372
+622
9
$5.91M 1.98%
34,502
+609
10
$4.57M 1.53%
12,766
+92
11
$4.39M 1.47%
100,367
-1,798
12
$4.29M 1.44%
36,482
+923
13
$4.29M 1.44%
15,711
+14
14
$4.23M 1.42%
65,794
-131,756
15
$4.04M 1.36%
+42,836
16
$3.82M 1.28%
11,189
-105
17
$3.54M 1.19%
66,360
-636
18
$3.46M 1.16%
5,001
-137
19
$3.35M 1.12%
26,878
-1,628
20
$3.3M 1.11%
19,498
-1,391
21
$3.19M 1.07%
43,029
+1,037
22
$3.06M 1.03%
20,978
+1,143
23
$2.87M 0.96%
9,169
+8,204
24
$2.84M 0.95%
+33,458
25
$2.74M 0.92%
+22,891
1
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