MFG

Monumental Financial Group Portfolio holdings

AUM $270M
1-Year Est. Return 25.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$1.67M
3
+$1.39M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.25M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.19M

Top Sells

1
+$3.68M
2
+$2.9M
3
+$1.34M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.02M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$876K

Sector Composition

1 Technology 1.06%
2 Communication Services 0.86%
3 Consumer Discretionary 0.7%
4 Financials 0.35%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
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