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
$149M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$5.41M
3
+$4.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.34M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.6M

Top Sells

1
+$2.35M
2
+$2.12M
3
+$1.97M
4
ASML icon
ASML
ASML
+$1.46M
5
NKE icon
Nike
NKE
+$1.35M

Sector Composition

1 Technology 4.51%
2 Consumer Discretionary 2.96%
3 Financials 2.31%
4 Healthcare 2.31%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
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