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
$149M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$5.44M
3
+$4.22M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.05M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.61M

Top Sells

1
+$2.41M
2
+$2.12M
3
+$1.99M
4
ASML icon
ASML
ASML
+$1.46M
5
NKE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,180
77
– –
-4,668
78
– –
-781
79
– –
-1,093
80
– –
-7,040
81
– –
-695
82
– –
-71
83
– –
-3,159
84
– –
-630
85
– –
-6,591
86
– –
-17,708
87
– –
-11,260
88
– –
-1,385
89
– –
-11,007
90
– –
-13,185
91
– –
-104
92
– –
-6,197
93
– –
-36
1 2 3
4