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
$109M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$1.55M
3
+$1.24M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.22M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.1M

Top Sells

1
+$3.37M
2
+$2.67M
3
+$1.24M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$889K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$813K

Sector Composition

1 Technology 1.06%
2 Communication Services 0.86%
3 Consumer Discretionary 0.7%
4 Financials 0.35%
5 Industrials 0.33%
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