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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
+4.64%
1 Year Est. Return
+25.15%
3 Year Est. Return
+18.18%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$149M
AUM Growth
+$8.88M
(+6.4%)
Cap. Flow
+$3.01M
Cap. Flow
% of AUM
2.03%
Top 10 Holdings %
Top 10 Hldgs %
64.1%
Holding
93
New
14
Increased
16
Reduced
12
Closed
49
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$6M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$5.44M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$4.22M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.05M |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$2.61M |
Top Sells
| 1 |
Fidelity MSCI Utilities Index ETF
FUTY
|
+$2.41M |
| 2 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$2.12M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.99M |
| 4 |
ASML
ASML
|
+$1.46M |
| 5 |
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% |
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