MFG
Monumental Financial Group Portfolio holdings
AUM
$270M
This Quarter Return
+9.25%
1 Year Return
+25.15%
3 Year Return
+18.18%
5 Year Return
–
10 Year Return
–
AUM
$168M
AUM Growth
+$168M
(+12%)
Cap. Flow
+$4.48M
Cap. Flow
% of AUM
2.67%
Top 10 Holdings %
Top 10 Hldgs %
72.85%
Holding
45
New
3
Increased
23
Reduced
14
Closed
4
Top Buys
| 1 |
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
|
$5.35M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$3.86M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$3.66M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$1.28M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.28M |
Top Sells
Sector Composition
| 1 | Technology | 4.62% |
| 2 | Consumer Discretionary | 2.81% |
| 3 | Healthcare | 2.46% |
| 4 | Financials | 2.38% |
| 5 | Industrials | 0.9% |
