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
$121M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$7.15M
3
+$883K
4
IDRV icon
iShares Self-Driving EV and Tech ETF
IDRV
+$757K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$641K

Top Sells

1
+$11.5M
2
+$7.72M
3
+$6.43M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.64M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.77M

Sector Composition

1 Industrials 0.3%
2 Communication Services 0.23%
3 Healthcare 0.13%
4 Financials 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$147K 0.12%
+1,724
27
$109K 0.09%
+1,853
28
$78K 0.06%
+220
29
$64K 0.05%
+224
30
$54K 0.04%
+1,000
31
$52K 0.04%
+320
32
$43K 0.04%
+1,695
33
$38K 0.03%
+320
34
$38K 0.03%
+315
35
$35K 0.03%
+160
36
$30K 0.02%
+521
37
$28K 0.02%
+254
38
$28K 0.02%
+90
39
$27K 0.02%
+728
40
$23K 0.02%
+308
41
$13K 0.01%
+80
42
$13K 0.01%
+550
43
$11K 0.01%
+146
44
$10K 0.01%
+191
45
$9K 0.01%
+133
46
$8K 0.01%
+32
47
$8K 0.01%
+70
48
$8K 0.01%
+52
49
$7K 0.01%
+72
50
$5K ﹤0.01%
+17
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