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
$117M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$10.9M
3
+$8.24M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$6.76M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$5.99M

Top Sells

1
+$7.18M
2
+$6.47M
3
+$5.36M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.65M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.28M

Sector Composition

1 Technology 0.79%
2 Consumer Staples 0.46%
3 Healthcare 0.42%
4 Industrials 0.36%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12K 0.01%
107
-7,173
77
$11K 0.01%
+156
78
$11K 0.01%
+50
79
$10K 0.01%
41
-2,982
80
$10K 0.01%
56
-3,990
81
$10K 0.01%
+200
82
$9K 0.01%
+105
83
$8K 0.01%
+108
84
$7K 0.01%
+110
85
$7K 0.01%
+74
86
$7K 0.01%
+103
87
$6K 0.01%
+100
88
$6K 0.01%
+40
89
$5K ﹤0.01%
+161
90
$5K ﹤0.01%
+96
91
$5K ﹤0.01%
+102
92
$5K ﹤0.01%
+162
93
$5K ﹤0.01%
+103
94
$3K ﹤0.01%
+69
95
$3K ﹤0.01%
+22
96
$3K ﹤0.01%
+158
97
$2K ﹤0.01%
+56
98
– –
-8,016
99
– –
-12,521
100
$0 ﹤0.01%
+100
1 2 3
4
5