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MFG
Monumental Financial Group Portfolio holdings
AUM
$270M
1-Year Est. Return
25.15%
This Fund
S&P 500
This Quarter
Est. Return
+5.53%
1 Year Est. Return
+25.15%
3 Year Est. Return
+18.18%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$15.8M
(+13%)
Cap. Flow
+$9.32M
Cap. Flow
% of AUM
6.67%
Top 10 Holdings %
Top 10 Hldgs %
60.53%
Holding
79
New
30
Increased
44
Reduced
5
Closed
–
Top Buys
| 1 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$672K |
| 2 |
Vanguard Consumer Staples ETF
VDC
|
+$664K |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$663K |
| 4 |
Fidelity MSCI Utilities Index ETF
FUTY
|
+$629K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$526K |
Top Sells
| 1 |
L3Harris
LHX
|
+$131K |
| 2 |
Schwab International Equity ETF
SCHF
|
+$106K |
| 3 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
+$11.6K |
| 4 |
Waste Management
WM
|
+$10.6K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$7.53K |
Sector Composition
| 1 | Consumer Staples | 5.64% |
| 2 | Technology | 5.53% |
| 3 | Healthcare | 5.11% |
| 4 | Financials | 2.62% |
| 5 | Consumer Discretionary | 2.5% |
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