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
$311M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.1M
3
+$3.21M
4
WSM icon
Williams-Sonoma
WSM
+$3.15M
5
HRB icon
H&R Block
HRB
+$2.3M

Top Sells

1
+$9.04M
2
+$8.73M
3
+$5.79M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$5.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.04M

Sector Composition

1 Industrials 14.14%
2 Technology 12.55%
3 Consumer Discretionary 10.96%
4 Financials 6.93%
5 Consumer Staples 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18M 5.79%
37,847
-2,397
2
$17.7M 5.7%
170,151
-9,552
3
$11.8M 3.78%
31,264
+806
4
$11.1M 3.59%
158,455
+92,661
5
$8.96M 2.88%
106,225
-62,655
6
$8.88M 2.86%
84,350
-6,022
7
$6.98M 2.25%
78,334
+46,012
8
$6.76M 2.18%
35,103
+601
9
$5.68M 1.83%
156,334
-159,354
10
$5.29M 1.7%
12,911
+145
11
$4.87M 1.57%
101,723
+1,356
12
$4.63M 1.49%
15,674
-37
13
$4.46M 1.44%
26,723
-155
14
$4.41M 1.42%
42,763
-266
15
$4.11M 1.32%
4,957
-44
16
$3.99M 1.28%
11,190
+1
17
$3.58M 1.15%
68,070
+1,710
18
$3.56M 1.15%
38,380
-300
19
$3.39M 1.09%
23,105
+2,127
20
$3.38M 1.09%
41,603
+7,233
21
$3.33M 1.07%
34,091
+633
22
$3.27M 1.05%
29,260
+2,600
23
$3.26M 1.05%
19,040
-630
24
$3.21M 1.03%
+65,026
25
$3.15M 1.01%
+31,240
1
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