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
$117M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$10.9M
3
+$8.24M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$6.76M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$5.99M

Top Sells

1
+$7.18M
2
+$6.47M
3
+$5.36M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.65M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.28M

Sector Composition

1 Technology 0.79%
2 Consumer Staples 0.46%
3 Healthcare 0.42%
4 Industrials 0.36%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$167K 0.14%
+370
27
$165K 0.14%
+1,663
28
$153K 0.13%
930
-3,396
29
$150K 0.13%
+6,382
30
$148K 0.13%
+1,790
31
$142K 0.12%
+1,893
32
$124K 0.11%
720
-4,460
33
$106K 0.09%
+940
34
$94K 0.08%
+1,280
35
$91K 0.08%
410
-7,774
36
$80K 0.07%
+690
37
$79K 0.07%
+885
38
$71K 0.06%
+200
39
$63K 0.05%
197
-580
40
$61K 0.05%
+220
41
$52K 0.04%
+1,000
42
$50K 0.04%
+600
43
$47K 0.04%
+350
44
$46K 0.04%
339
-6,275
45
$45K 0.04%
+150
46
$44K 0.04%
+560
47
$43K 0.04%
186
-3,408
48
$41K 0.04%
+240
49
$37K 0.03%
500
-8,293
50
$35K 0.03%
+150
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