MCM

Monument Capital Management Portfolio holdings

AUM $399M
1-Year Est. Return 40.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$3.26M
3
+$3.04M
4
JBL icon
Jabil
JBL
+$2.99M
5
AU icon
AngloGold Ashanti
AU
+$2.8M

Top Sells

1
+$3.68M
2
+$3.67M
3
+$3.65M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$3.45M
5
RS icon
Reliance Steel & Aluminium
RS
+$2.97M

Sector Composition

1 Technology 14.57%
2 Financials 11.35%
3 Industrials 11.08%
4 Consumer Discretionary 10.1%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16M 4%
30,895
-226
2
$8.81M 2.2%
60,512
-841
3
$8.47M 2.12%
33,248
+53
4
$7.76M 1.94%
16,563
-1,506
5
$7.59M 1.9%
11,686
-236
6
$7.03M 1.76%
14,741
-464
7
$6.9M 1.73%
18,881
-1,466
8
$6.85M 1.71%
48,129
-3,862
9
$5.76M 1.44%
9,601
-452
10
$5.49M 1.37%
53,283
-1,576
11
$5.38M 1.34%
6,518
-249
12
$5.35M 1.34%
8,102
-285
13
$5.31M 1.33%
55,812
-338
14
$5.26M 1.32%
88,639
-6,939
15
$5.22M 1.31%
62,117
-381
16
$5.21M 1.3%
44,042
-3,503
17
$4.94M 1.23%
41,321
-221
18
$4.81M 1.2%
127,239
-369
19
$4.8M 1.2%
22,250
-125
20
$4.8M 1.2%
93,886
-91
21
$4.78M 1.19%
109,548
-7,474
22
$4.74M 1.19%
60,754
-4,505
23
$4.66M 1.17%
38,894
-2,712
24
$4.65M 1.16%
4,880
-51
25
$4.65M 1.16%
14,828
-253
1
2 3 4 5