MCM

Monument Capital Management Portfolio holdings

AUM $402M
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.79M
3
+$4.52M
4
APH icon
Amphenol
APH
+$3.76M
5
FIX icon
Comfort Systems
FIX
+$3.63M

Top Sells

1
+$5.89M
2
+$4.16M
3
+$3.9M
4
META icon
Meta Platforms (Facebook)
META
+$3.42M
5
MUSA icon
Murphy USA
MUSA
+$3.41M

Sector Composition

1 Technology 14.93%
2 Financials 11.05%
3 Industrials 10.66%
4 Consumer Discretionary 9.88%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.5M 4.03%
31,121
+189
2
$8.29M 2.16%
61,353
-1,586
3
$7.67M 2%
18,069
+137
4
$7.21M 1.88%
51,991
+330
5
$6.91M 1.8%
20,347
+205
6
$6.81M 1.77%
33,195
-483
7
$6.38M 1.66%
11,922
+258
8
$5.9M 1.54%
15,205
+128
9
$5.55M 1.44%
10,053
-297
10
$5.36M 1.4%
54,859
-145
11
$5.36M 1.4%
95,578
+381
12
$5.2M 1.35%
56,150
-9,692
13
$5.18M 1.35%
895
+31
14
$5.18M 1.35%
62,498
-10,249
15
$5.16M 1.34%
47,545
+370
16
$5.13M 1.34%
4,931
-19
17
$4.95M 1.29%
+41,542
18
$4.84M 1.26%
65,259
+823
19
$4.79M 1.25%
+93,977
20
$4.79M 1.25%
127,608
-34,359
21
$4.78M 1.24%
117,022
+926
22
$4.68M 1.22%
34,920
+24,890
23
$4.52M 1.18%
+41,606
24
$4.21M 1.1%
13,433
+11,432
25
$4.15M 1.08%
5,670
+3,998
1
2 3 4 5