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
$117M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$10.9M
3
+$8.24M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$6.76M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$5.99M

Top Sells

1
+$7.18M
2
+$6.47M
3
+$5.36M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.65M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.28M

Sector Composition

1 Technology 0.79%
2 Consumer Staples 0.46%
3 Healthcare 0.42%
4 Industrials 0.36%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$34K 0.03%
+250
52
$33K 0.03%
+400
53
$30K 0.03%
+300
54
$29K 0.02%
+204
55
$27K 0.02%
+500
56
$25K 0.02%
+173
57
$25K 0.02%
+150
58
$23K 0.02%
+200
59
$22K 0.02%
+701
60
$22K 0.02%
+157
61
$21K 0.02%
+312
62
$21K 0.02%
+323
63
$19K 0.02%
+200
64
$19K 0.02%
+400
65
$19K 0.02%
38
-2,456
66
$17K 0.01%
151
-6,971
67
$17K 0.01%
111
-5,503
68
$17K 0.01%
+270
69
$16K 0.01%
+250
70
$15K 0.01%
+57
71
$14K 0.01%
+300
72
$13K 0.01%
35
-1,947
73
$13K 0.01%
+207
74
$12K 0.01%
+504
75
$12K 0.01%
+201
1 2
3
4 5