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MFG
Monumental Financial Group Portfolio holdings
AUM
$270M
1-Year Est. Return
25.15%
This Fund
S&P 500
This Quarter
Est. Return
-12.31%
1 Year Est. Return
+25.15%
3 Year Est. Return
+18.18%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$109M
AUM Growth
-$12.1M
(-10%)
Cap. Flow
+$3.74M
Cap. Flow
% of AUM
3.43%
Top 10 Holdings %
Top 10 Hldgs %
73.85%
Holding
71
New
13
Increased
12
Reduced
12
Closed
34
Top Buys
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
+$5.05M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$1.67M |
| 3 |
iShares US Consumer Discretionary ETF
IYC
|
+$1.39M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$1.25M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$1.19M |
Top Sells
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$3.68M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$2.9M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$1.34M |
| 4 |
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
|
+$1.02M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$876K |
Sector Composition
| 1 | Technology | 1.06% |
| 2 | Communication Services | 0.86% |
| 3 | Consumer Discretionary | 0.7% |
| 4 | Financials | 0.35% |
| 5 | Industrials | 0.33% |
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