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
$124M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$1.21M
3
+$1.13M
4
AZN icon
AstraZeneca
AZN
+$1.12M
5
KLAC icon
KLA
KLAC
+$1.12M

Top Sells

1
+$6.42M
2
+$2.18M
3
+$2.15M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$2.08M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.71M

Sector Composition

1 Consumer Staples 5.84%
2 Healthcare 5.16%
3 Technology 5.05%
4 Consumer Discretionary 2.61%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.89%
+4,458
27
$1.06M 0.86%
+5,865
28
$1.04M 0.84%
+22,089
29
$1M 0.81%
4,192
+2,052
30
$1M 0.81%
+2,999
31
$1M 0.81%
+1,818
32
$997K 0.8%
+13,368
33
$997K 0.8%
+2,877
34
$992K 0.8%
+5,567
35
$982K 0.79%
+4,931
36
$970K 0.78%
+6,616
37
$969K 0.78%
+14,759
38
$957K 0.77%
+2,459
39
$945K 0.76%
+5,618
40
$943K 0.76%
+2,430
41
$937K 0.76%
+2,053
42
$913K 0.74%
+5,659
43
$880K 0.71%
+5,869
44
$606K 0.49%
+24,060
45
$496K 0.4%
6,883
-2,234
46
$483K 0.39%
5,865
-207
47
$377K 0.3%
2,403
+65
48
$268K 0.22%
3,463
-7,347
49
$265K 0.21%
+1,272
50
– –
-3,191
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