Portfolio (Quarterly)
Guide ↗
Monument Capital Management
· CIK 0001729428| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IWS | ISHARES TR | — | 45,930 | $6.7M | 1.68% | SOLD |
| 2 | IEZ | ISHARES TR | — | 196,934 | $5.7M | 1.43% | SOLD |
| 3 | XLC | SELECT SECTOR SPDR TR | — | 46,033 | $5.1M | 1.28% | SOLD |
| 4 | IGE | ISHARES TR | — | 79,801 | $5.0M | 1.26% | SOLD |
| 5 | TLT | ISHARES TR | — | 51,521 | $4.5M | 1.12% | SOLD |
| 6 | OSK | OSHKOSH CORP | Industrials | 18,467 | $2.7M | 0.68% | SOLD |
| 7 | INCY | INCYTE CORP | Healthcare | 28,605 | $2.7M | 0.68% | SOLD |
| 8 | FLS | FLOWSERVE CORP | Industrials | 34,083 | $2.5M | 0.63% | SOLD |
| 9 | DDS | DILLARDS INC | Consumer Cyclical | 4,042 | $2.3M | 0.58% | SOLD |
| 10 | VYM | VANGUARD WHITEHALL FDS | — | 14,476 | $2.1M | 0.54% | SOLD |
| 11 | EWZ | ISHARES INC | — | 47,701 | $1.8M | 0.46% | SOLD |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 9,923 | $562K | 0.14% | SOLD |
| 13 | IUSG | ISHARES TR | — | 3,551 | $551K | 0.14% | SOLD |
| 14 | FTRI | FIRST TR EXCHANGE-TRADED FD | — | 25,286 | $451K | 0.11% | SOLD |
| 15 | PIZ | INVESCO EXCH TRADED FD TR II | — | 8,855 | $439K | 0.11% | SOLD |
| 16 | T | AT&T INC | Communication Services | 14,172 | $411K | 0.10% | SOLD |
| 17 | BKE | BUCKLE INC | Consumer Cyclical | 4,559 | $230K | 0.06% | SOLD |
| 18 | CMCSA | COMCAST CORP NEW | Communication Services | 7,616 | $219K | 0.06% | SOLD |
| 19 | CALM | CAL MAINE FOODS INC | Consumer Defensive | 2,583 | $204K | 0.05% | SOLD |
| 20 | MSI | MOTOROLA SOLUTIONS INC | Technology | 466 | $202K | 0.05% | SOLD |
Sector Allocation
Technology
25.5%
Industrials
22.2%
Financial Services
15.4%
Consumer Cyclical
11.1%
Healthcare
8.5%
Consumer Defensive
4.9%
Communication Services
3.4%
Energy
3.0%
Basic Materials
2.5%
Utilities
2.0%