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
$325M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.14M
3
+$6.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.89M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.58M

Top Sells

1
+$19.9M
2
+$12.7M
3
+$9.05M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.52M
5
EVR icon
Evercore
EVR
+$4.64M

Sector Composition

1 Financials 11.71%
2 Technology 11.66%
3 Consumer Discretionary 11.51%
4 Industrials 10.33%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 3.57%
30,932
-489
2
$7.68M 2.36%
62,939
-163,419
3
$7.48M 2.3%
33,678
-715
4
$6.48M 1.99%
17,932
+17,015
5
$6.18M 1.9%
+20,142
6
$6.07M 1.87%
+51,661
7
$5.96M 1.83%
65,842
+243
8
$5.96M 1.83%
161,967
+1,438
9
$5.95M 1.83%
72,747
+1,893
10
$5.89M 1.81%
+52,993
11
$5.34M 1.64%
39,550
+100
12
$5.05M 1.55%
95,197
-2,960
13
$5.01M 1.54%
10,658
+152
14
$4.97M 1.53%
15,077
+153
15
$4.89M 1.5%
4,950
+48
16
$4.85M 1.49%
10,350
-19,297
17
$4.83M 1.48%
55,004
+26,685
18
$4.58M 1.41%
+58,048
19
$4.55M 1.4%
47,175
-783
20
$4.49M 1.38%
64,436
-1,063
21
$4.35M 1.34%
42,352
-64
22
$4.31M 1.33%
11,664
-194
23
$4.19M 1.29%
7,275
+5,187
24
$3.99M 1.23%
14,087
+325
25
$3.98M 1.22%
864
+8
1
2 3 4 5