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
$347M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.69M
3
+$5.97M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$3.79M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.65M

Top Sells

1
+$16.1M
2
+$13.7M
3
+$8.42M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$6.27M
5
SMCI icon
Super Micro Computer
SMCI
+$3.63M

Sector Composition

1 Industrials 15.18%
2 Consumer Discretionary 12.55%
3 Technology 12.52%
4 Financials 7.76%
5 Energy 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.8M 6.58%
198,076
+113,726
2
$13.8M 3.97%
274,913
+173,190
3
$13M 3.74%
30,844
-420
4
$11.7M 3.37%
26,366
+13,455
5
$9.51M 2.74%
259,880
+103,546
6
$7.22M 2.08%
80,492
+2,158
7
$6.11M 1.76%
11,688
-26,159
8
$5.62M 1.62%
32,781
-2,322
9
$5.55M 1.6%
15,135
-539
10
$5.49M 1.58%
26,331
-392
11
$5.35M 1.54%
152,035
+79,090
12
$5.09M 1.47%
42,230
-533
13
$5.01M 1.44%
4,927
-30
14
$4.79M 1.38%
59,472
+17,869
15
$4.75M 1.37%
47,010
-35,980
16
$4.55M 1.31%
28,652
-2,588
17
$4.44M 1.28%
10,598
-592
18
$4.27M 1.23%
12,197
+170
19
$3.97M 1.15%
32,083
-2,008
20
$3.95M 1.14%
29,800
+540
21
$3.95M 1.14%
54,097
+43,660
22
$3.88M 1.12%
60,062
+48,923
23
$3.87M 1.11%
81,366
+66,825
24
$3.8M 1.09%
32,414
-137,737
25
$3.65M 1.05%
+44,701
1
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