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
$125M
AUM Growth
+$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.61M
3
+$1.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.35M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.26M

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
– –
-560
77
– –
-826
78
– –
-1,280
79
– –
-111
80
– –
-1
81
– –
-2
82
– –
-323
83
– –
-56
84
– –
-22
85
– –
-105
86
– –
-107
87
– –
-1,663
88
– –
-162
89
– –
-41
90
– –
-40
91
– –
-600
92
– –
-410
93
– –
-1,000
94
– –
-108
95
– –
-103
96
– –
-250
97
– –
-270
98
– –
-56
99
– –
-103
100
– –
-74
1 2 3
4