MFG
Monumental Financial Group Portfolio holdings
AUM
$270M
1-Year Return
25.15%
This Quarter Return
-0.29%
1 Year Return
+25.15%
3 Year Return
+18.18%
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
+$8.28M
(+7.1%)
Cap. Flow
+$8.61M
Cap. Flow
% of AUM
6.88%
Top 10 Holdings %
Top 10 Hldgs %
91.19%
Holding
101
New
–
Increased
19
Reduced
1
Closed
79
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.67M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.61M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$1.4M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$1.35M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.26M |
Top Sells
| 1 |
Intel
INTC
|
$224K |
| 2 |
Microsoft
MSFT
|
$224K |
| 3 |
Estee Lauder
EL
|
$217K |
| 4 |
Accenture
ACN
|
$175K |
| 5 |
Tyler Technologies
TYL
|
$167K |
Sector Composition
| 1 | Industrials | 0.25% |
| 2 | Consumer Discretionary | 0.22% |
| 3 | Communication Services | 0.21% |
| 4 | Financials | 0% |
| 5 | Healthcare | 0% |
