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
$363M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$4.64M
3
+$4.55M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.54M
5
LII icon
Lennox International
LII
+$3.05M

Top Sells

1
+$6.09M
2
+$5.04M
3
+$4.78M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$4.75M
5
WSM icon
Williams-Sonoma
WSM
+$4.27M

Sector Composition

1 Industrials 14.34%
2 Technology 12.85%
3 Financials 12.4%
4 Consumer Discretionary 11.4%
5 Consumer Staples 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.1M 8.03%
226,358
-4,384
2
$15.5M 4.27%
323,896
-2,386
3
$15.2M 4.18%
29,647
-591
4
$13.2M 3.65%
31,421
+1,488
5
$8.61M 2.38%
34,393
+3,437
6
$5.91M 1.63%
160,529
-7,239
7
$5.84M 1.61%
65,599
-2,886
8
$5.69M 1.57%
70,854
-2,453
9
$5.52M 1.52%
+112,507
10
$5.41M 1.49%
14,924
+42
11
$5.38M 1.48%
11,858
-84
12
$5.31M 1.47%
98,157
-2,820
13
$5.27M 1.45%
10,506
+67
14
$5.17M 1.42%
4,902
+2
15
$4.97M 1.37%
39,450
-350
16
$4.92M 1.36%
21,203
-5,820
17
$4.9M 1.35%
65,499
-1,646
18
$4.64M 1.28%
+47,958
19
$4.64M 1.28%
16,724
-402
20
$4.62M 1.27%
42,416
+342
21
$4.55M 1.25%
+19,551
22
$4.54M 1.25%
+20,256
23
$4.26M 1.17%
856
+12
24
$4.14M 1.14%
9,753
+70
25
$3.88M 1.07%
19,106
+105
1
2 3 4 5