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
$124M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$1.21M
3
+$1.13M
4
AZN icon
AstraZeneca
AZN
+$1.12M
5
KLAC icon
KLA
KLAC
+$1.12M

Top Sells

1
+$6.42M
2
+$2.18M
3
+$2.15M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$2.08M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.71M

Sector Composition

1 Consumer Staples 5.84%
2 Healthcare 5.16%
3 Technology 5.05%
4 Consumer Discretionary 2.61%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-5,216
52
– –
-6,372
53
– –
-14,020
54
– –
-3,285
55
– –
-5,047
56
– –
-2,104
57
– –
-1,261
1 2
3