MFG

Monumental Financial Group Portfolio holdings

AUM $270M
1-Year Est. Return 25.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.62M
3
+$1.41M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.36M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.28M

Top Sells

1
+$224K
2
+$224K
3
+$217K
4
ACN icon
Accenture
ACN
+$175K
5
TYL icon
Tyler Technologies
TYL
+$167K

Sector Composition

1 Industrials 0.25%
2 Consumer Discretionary 0.22%
3 Communication Services 0.21%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-150
77
– –
-400
78
– –
-150
79
– –
-312
80
– –
-157
81
– –
-6,382
82
– –
-3,988
83
– –
-38
84
– –
-50
85
– –
-930
86
– –
-69
87
– –
-500
88
– –
-186
89
– –
-35
90
– –
-250
91
– –
-150
92
– –
-207
93
– –
-300
94
– –
-560
95
– –
-826
96
– –
-1,280
97
– –
-111
98
– –
-1
99
– –
-2
100
– –
-323
1 2 3
4