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
$109M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$1.55M
3
+$1.24M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.22M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.1M

Top Sells

1
+$3.37M
2
+$2.67M
3
+$1.24M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$889K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$813K

Sector Composition

1 Technology 1.06%
2 Communication Services 0.86%
3 Consumer Discretionary 0.7%
4 Financials 0.35%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$421K 0.39%
+19,598
27
$414K 0.38%
14,838
-1,240
28
$394K 0.36%
+3,854
29
$391K 0.36%
+1,069
30
$385K 0.35%
+5,519
31
$371K 0.34%
3,491
-276
32
$365K 0.34%
3,435
+3,355
33
$357K 0.33%
2,333
+10
34
$353K 0.32%
+2,187
35
$339K 0.31%
+6,482
36
$282K 0.26%
+4,010
37
$253K 0.23%
1,284
+6
38
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-17
39
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-320
40
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-320
41
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-32
42
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43
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-70
44
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-220
45
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46
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-76
47
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-7,275
48
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-1,000
49
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-971
50
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-191
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