MFG

Monumental Financial Group Portfolio holdings

AUM $270M
1-Year Est. Return 25.15%
This Quarter Est. Return
1 Year Est. Return
+25.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.61M
3
+$5.56M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$4.41M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$3.01M

Top Sells

1
+$3.62M
2
+$534K
3
+$388K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$351K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$323K

Sector Composition

1 Technology 2.58%
2 Consumer Discretionary 1.5%
3 Healthcare 1.4%
4 Financials 1.19%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
26
Alphabet (Google) Class C
GOOG
$3.38T
$1.08M 0.4%
6,438
-2,099
HD icon
27
Home Depot
HD
$376B
$1.07M 0.4%
2,640
-446
LOW icon
28
Lowe's Companies
LOW
$131B
$1.04M 0.39%
3,837
-611
MA icon
29
Mastercard
MA
$493B
$1.03M 0.38%
2,093
-406
A icon
30
Agilent Technologies
A
$41.5B
$1.03M 0.38%
6,960
-1,163
ADI icon
31
Analog Devices
ADI
$114B
$1.01M 0.37%
4,379
-720
MSCI icon
32
MSCI
MSCI
$43.8B
$992K 0.37%
1,702
-285
PAYX icon
33
Paychex
PAYX
$41.2B
$974K 0.36%
7,255
-1,172
TMO icon
34
Thermo Fisher Scientific
TMO
$212B
$937K 0.35%
1,515
-244
DE icon
35
Deere & Co
DE
$125B
$860K 0.32%
2,060
-314
SBUX icon
36
Starbucks
SBUX
$89.6B
$840K 0.31%
8,613
-1,334
CSGP icon
37
CoStar Group
CSGP
$29.3B
$731K 0.27%
9,689
-1,523
EGUS icon
38
iShares ESG Aware MSCI USA Growth ETF
EGUS
$23.7M
$639K 0.24%
15,405
WM icon
39
Waste Management
WM
$79.7B
$485K 0.18%
2,334
VUG icon
40
Vanguard Growth ETF
VUG
$202B
$461K 0.17%
1,200
VOO icon
41
Vanguard S&P 500 ETF
VOO
$773B
$289K 0.11%
+547
VGSH icon
42
Vanguard Short-Term Treasury ETF
VGSH
$22.7B
$217K 0.08%
3,674
-9,054
VUSB icon
43
Vanguard Ultra-Short Bond ETF
VUSB
$5.66B
– –
-4,696
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