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
$140M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$723K
2
+$679K
3
+$665K
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$627K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$531K

Top Sells

1
+$126K
2
+$107K
3
+$11.9K
4
WM icon
Waste Management
WM
+$11.3K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.62K

Sector Composition

1 Consumer Staples 5.64%
2 Technology 5.53%
3 Healthcare 5.11%
4 Financials 2.62%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5K ﹤0.01%
+17
77
$5K ﹤0.01%
+625
78
$4K ﹤0.01%
+36
79
$2K ﹤0.01%
+15
1 2 3
4