- Added Positions: VGSH, SHV, SHY, IGSB, JPST, GSBD, CCI, IRM, TCPC, NMFC, ARCC, TSLX, MAIN, QQQ, ITA, AMGN, NDAQ, IEMG, MSFT, AAPL, SCI, AMZN, HYS,
- Reduced Positions: VTI, SPTS, RSP, ITOT, KO, IEFA, CMS, FISV, PG, SNPS, INTC, SO, TMO, WM, AMT, EW, LNT, RLGT, KMB, V, MRK, WMT,
- Sold Out: IJK, BA, GL, LYB, OSK, PRU, AFG, XOM, ADP, BSV, IWV, VOO, ISTB, SKT, VWO, ACWX, EWU, FB, VYM,
For the details of Monument Capital Management's stock buys and sells, go to https://www.gurufocus.com/guru/monument+capital+management/current-portfolio/portfolio
These are the top 5 holdings of Monument Capital Management- iShares Core S&P Total U.S. Stock Market (ITOT) - 187,377 shares, 8.25% of the total portfolio. Shares reduced by 1.62%
- iShares Core MSCI EAFE (IEFA) - 156,474 shares, 6.01% of the total portfolio. Shares reduced by 1.1%
- PowerShares QQQ Trust Ser 1 (QQQ) - 23,918 shares, 3.51% of the total portfolio. Shares added by 1.93%
- Invesco S&P 500 Equal Weight (RSP) - 38,520 shares, 2.49% of the total portfolio. Shares reduced by 6.13%
- Microsoft Corp (MSFT) - 20,216 shares, 2.45% of the total portfolio. Shares added by 1.13%
Monument Capital Management added to a holding in Goldman Sachs BDC Inc by 24.01%. The purchase prices were between $8.38 and $22.45, with an estimated average price of $19.02. The stock is now traded at around $14.09. The impact to a portfolio due to this purchase was 0.13%. The holding were 72,560 shares as of .
Added: BlackRock TCP Capital Corp (TCPC)Monument Capital Management added to a holding in BlackRock TCP Capital Corp by 24.63%. The purchase prices were between $4.4 and $14.75, with an estimated average price of $12.49. The stock is now traded at around $8.01. The impact to a portfolio due to this purchase was 0.1%. The holding were 108,610 shares as of .
Added: New Mountain Finance Corp (NMFC)Monument Capital Management added to a holding in New Mountain Finance Corp by 20.30%. The purchase prices were between $5.15 and $14.44, with an estimated average price of $12.43. The stock is now traded at around $7.66. The impact to a portfolio due to this purchase was 0.1%. The holding were 113,442 shares as of .
Sold Out: iShares S&P Mid-Cap 400 Growth (IJK)Monument Capital Management sold out a holding in iShares S&P Mid-Cap 400 Growth. The sale prices were between $150.02 and $246.96, with an estimated average price of $219.43.
Sold Out: Boeing Co (BA)Monument Capital Management sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.
Sold Out: Globe Life Inc (GL)Monument Capital Management sold out a holding in Globe Life Inc. The sale prices were between $58.15 and $111.16, with an estimated average price of $94.86.
Sold Out: LyondellBasell Industries NV (LYB)Monument Capital Management sold out a holding in LyondellBasell Industries NV. The sale prices were between $34.9 and $94.48, with an estimated average price of $74.29.
Sold Out: Oshkosh Corp (OSK)Monument Capital Management sold out a holding in Oshkosh Corp. The sale prices were between $48.78 and $94.68, with an estimated average price of $78.95.
Sold Out: Prudential Financial Inc (PRU)Monument Capital Management sold out a holding in Prudential Financial Inc. The sale prices were between $39.22 and $97.1, with an estimated average price of $80.2.
Here is the complete portfolio of Monument Capital Management. Also check out:
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