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
$106M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$1.34M
3
+$1.21M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.17M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.02M

Top Sells

1
+$4.65M
2
+$1.75M
3
+$1.55M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.22M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.1M

Sector Composition

1 Technology 1.1%
2 Consumer Discretionary 0.74%
3 Communication Services 0.73%
4 Financials 0.43%
5 Industrials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$371K 0.35%
3,285
-150
27
$363K 0.34%
14,020
-818
28
$327K 0.31%
3,191
-300
29
$285K 0.27%
2,104
-83
30
$255K 0.24%
6,372
-110
31
$237K 0.22%
1,261
-23
32
$204K 0.19%
+632
33
– –
-50,963
34
– –
-175,802
35
– –
-19,598
36
– –
-21,448
37
– –
-24,278
38
– –
-3,255
1
2