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
$168M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$3.86M
3
+$3.66M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.28M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.28M

Top Sells

1
+$6.53M
2
+$3.12M
3
+$2.5M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.44M
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$532K

Sector Composition

1 Technology 4.62%
2 Consumer Discretionary 2.81%
3 Healthcare 2.46%
4 Financials 2.38%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.7%
5,916
+119
27
$1.17M 0.7%
9,813
-46
28
$1.17M 0.7%
2,196
+96
29
$1.16M 0.69%
11,172
+136
30
$1.16M 0.69%
6,013
-138
31
$1.13M 0.67%
12,890
+326
32
$1.12M 0.67%
25,940
+445
33
$1.1M 0.65%
2,745
+60
34
$1.09M 0.65%
11,348
+42
35
$921K 0.55%
9,162
+3,554
36
$448K 0.27%
1,440
+627
37
$418K 0.25%
2,334
38
$285K 0.17%
+1,723
39
$282K 0.17%
+3,480
40
$251K 0.15%
3,093
-80,374
41
$244K 0.15%
+15,650
42
– –
-1,531
43
– –
-2,155
44
– –
-8,068
45
– –
-38,271
1
2