MFG
Monumental Financial Group Portfolio holdings
AUM
$270M
This Quarter Return
+4.64%
1 Year Return
+25.15%
3 Year Return
+18.18%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(+6.4%)
Cap. Flow
+$4.05M
Cap. Flow
% of AUM
2.72%
Top 10 Holdings %
Top 10 Hldgs %
64.1%
Holding
93
New
14
Increased
16
Reduced
12
Closed
49
Top Buys
Top Sells
| 1 |
Fidelity MSCI Utilities Index ETF
FUTY
|
$2.35M |
| 2 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$2.12M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$1.97M |
| 4 |
ASML
ASML
|
$1.46M |
| 5 |
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% |
