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
$140M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$723K
2
+$679K
3
+$665K
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$627K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$531K

Top Sells

1
+$126K
2
+$107K
3
+$11.9K
4
WM icon
Waste Management
WM
+$11.3K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.62K

Sector Composition

1 Consumer Staples 5.64%
2 Technology 5.53%
3 Healthcare 5.11%
4 Financials 2.62%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$161K 0.12%
+2,037
52
$149K 0.11%
+1,385
53
$148K 0.11%
+971
54
$139K 0.1%
+7,040
55
$124K 0.09%
630
-642
56
$117K 0.08%
+4,354
57
$114K 0.08%
+541
58
$98K 0.07%
+1,853
59
$94K 0.07%
+461
60
$68K 0.05%
+220
61
$62K 0.04%
+1,816
62
$51K 0.04%
+320
63
$44K 0.03%
+1,093
64
$35K 0.03%
+781
65
$35K 0.03%
+695
66
$32K 0.02%
+320
67
$24K 0.02%
+308
68
$21K 0.02%
+254
69
$19K 0.01%
+104
70
$19K 0.01%
+99
71
$19K 0.01%
+136
72
$18K 0.01%
+368
73
$17K 0.01%
+71
74
$8K 0.01%
+48
75
$7K 0.01%
+72
1 2
3
4