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
$121M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$7.15M
3
+$883K
4
IDRV icon
iShares Self-Driving EV and Tech ETF
IDRV
+$757K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$641K

Top Sells

1
+$11.5M
2
+$7.72M
3
+$6.43M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.64M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.77M

Sector Composition

1 Industrials 0.3%
2 Communication Services 0.23%
3 Healthcare 0.13%
4 Financials 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4K ﹤0.01%
+85
52
$4K ﹤0.01%
+76
53
$4K ﹤0.01%
+625
54
$3K ﹤0.01%
+40
55
$2K ﹤0.01%
+20
56
$1K ﹤0.01%
+15
57
$0 ﹤0.01%
+17
58
$0 ﹤0.01%
+1
59
– –
-6,600
1 2
3