MFG
Monumental Financial Group Portfolio holdings
AUM
$270M
This Quarter Return
-4.41%
1 Year Return
+25.15%
3 Year Return
+18.18%
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(-3%)
Cap. Flow
+$1.67M
Cap. Flow
% of AUM
1.58%
Top 10 Holdings %
Top 10 Hldgs %
82.14%
Holding
38
New
1
Increased
21
Reduced
10
Closed
6
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.06M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$1.34M |
| 3 |
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
|
$1.21M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$1.17M |
| 5 |
Schwab International Equity ETF
SCHF
|
$1.02M |
Top Sells
Sector Composition
| 1 | Technology | 1.1% |
| 2 | Consumer Discretionary | 0.74% |
| 3 | Communication Services | 0.73% |
| 4 | Financials | 0.43% |
| 5 | Industrials | 0.36% |
