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MFG
Monumental Financial Group Portfolio holdings
AUM
$270M
1-Year Est. Return
25.15%
This Fund
S&P 500
This Quarter
Est. Return
+6.49%
1 Year Est. Return
+25.15%
3 Year Est. Return
+18.18%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$188M
AUM Growth
+$20.3M
(+12%)
Cap. Flow
+$9.83M
Cap. Flow
% of AUM
5.23%
Top 10 Holdings %
Top 10 Hldgs %
74.2%
Holding
44
New
3
Increased
14
Reduced
22
Closed
4
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$2.59M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$1.56M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$1.54M |
| 4 |
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
|
+$1.3M |
| 5 |
iShares ESG Screened S&P 500 ETF
XVV
|
+$1.04M |
Top Sells
Sector Composition
| 1 | Technology | 4.27% |
| 2 | Consumer Discretionary | 2.81% |
| 3 | Healthcare | 2.49% |
| 4 | Financials | 2.18% |
| 5 | Industrials | 0.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Tractor Supply
TSCO
$16B
| $1.32M | 0.7% |
25,160
-780
| -3% | -$37.3K |
|
27
MSCI
MSCI
$44.5B
| $1.25M | 0.67% |
2,231
-82
| -4% | -$46.1K |
|
28
Thermo Fisher Scientific
TMO
$198B
| $1.24M | 0.66% |
2,141
-55
| -3% | -$30.9K |
|
29
CoStar Group
CSGP
$11.3B
| $1.21M | 0.64% |
12,547
-343
| -3% | -$29.5K |
|
30
Paychex
PAYX
$38.9B
| $1.17M | 0.62% |
9,504
-309
| -3% | -$37.5K |
|
31
Analog Devices
ADI
$191B
| $1.14M | 0.6% |
5,745
-171
| -3% | -$32.9K |
|
|
32
iShares ESG Screened S&P 500 ETF
XVV
$652M
| $1.1M | 0.58% |
+27,260
| New | +$1.04M |
|
33
Deere & Co
DE
$158B
| $1.1M | 0.58% |
2,673
-72
| -3% | -$27.6K |
|
34
Apple
AAPL
$4.62T
| $1.06M | 0.56% |
6,154
+141
| +2% | +$25.6K |
|
35
Starbucks
SBUX
$121B
| $1.01M | 0.54% |
11,037
-311
| -3% | -$28.9K |
|
36
iShares ESG Aware MSCI USA Growth ETF
EGUS
$28.2M
| $575K | 0.31% |
+15,405
| New | +$550K |
|
37
Waste Management
WM
$94.1B
| $498K | 0.26% |
2,334
| – | – |
|
38
Vanguard Growth ETF
VUG
$225B
| $413K | 0.22% |
7,200
-1,440
| -17% | -$79.2K |
|
39
Amazon
AMZN
$2.66T
| $217K | 0.12% |
+1,204
| New | +$201K |
|
40
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.5B
| $206K | 0.11% |
2,554
-539
| -17% | -$43.3K |
|
41
iShares Global Clean Energy ETF
ICLN
$2.57B
| – | – |
-15,650
| Closed | -$244K |
|
42
iShares Russell 1000 Value ETF
IWD
$81.4B
| – | – |
-1,723
| Closed | -$285K |
|
43
iShares MSCI Global Sustainable Development Goals ETF
SDG
$167M
| – | – |
-3,480
| Closed | -$282K |
|
44
iShares ESG Optimized MSCI USA ETF
SUSA
$4.07B
| – | – |
-9,162
| Closed | -$921K |
|
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