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
$340M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.85M
3
+$4.73M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.03M
5
AMAT icon
Applied Materials
AMAT
+$3M

Top Sells

1
+$5.4M
2
+$3.88M
3
+$3.58M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.34M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.34M

Sector Composition

1 Technology 15.19%
2 Consumer Discretionary 12.41%
3 Industrials 11.28%
4 Financials 8.23%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.4M 8.35%
238,879
+40,803
2
$16.6M 4.89%
336,234
+61,321
3
$15M 4.4%
31,204
+4,838
4
$13.6M 4.01%
30,510
-334
5
$6.7M 1.97%
182,666
+30,631
6
$6.68M 1.96%
31,700
-1,081
7
$6.21M 1.83%
171,251
-88,629
8
$6.18M 1.82%
69,868
-10,624
9
$5.91M 1.74%
73,879
+14,407
10
$5.78M 1.7%
+62,954
11
$5.01M 1.47%
58,529
+13,828
12
$4.92M 1.45%
14,776
-359
13
$4.89M 1.44%
105,547
+24,181
14
$4.89M 1.44%
10,407
-191
15
$4.75M 1.4%
69,847
+15,750
16
$4.73M 1.39%
+53,547
17
$4.61M 1.36%
41,903
-327
18
$4.54M 1.33%
28,260
-1,540
19
$4.38M 1.29%
4,851
-76
20
$4.33M 1.27%
39,920
+1,310
21
$4.33M 1.27%
11,862
-335
22
$4.31M 1.27%
23,688
+1,296
23
$4.06M 1.19%
28,740
+88
24
$3.8M 1.12%
46,380
-630
25
$3.64M 1.07%
22,085
-27
1
2 3 4 5