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MFG

Monumental Financial Group Portfolio holdings

AUM $270M
1-Year Est. Return 25.15%
This Fund
S&P 500
This Quarter Est. Return
+4.65%
1 Year Est. Return
+25.15%
3 Year Est. Return
+18.18%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$270M
AUM Growth
+$40.2M
Cap. Flow
+$30.9M
Cap. Flow %
11.45%
Top 10 Hldgs %
77.31%
Holding
43
New
2
Increased
13
Reduced
24
Closed
1

Top Buys

1
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$6.64M
2
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$6.51M
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$5.46M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$4.36M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.92M

Top Sells

1
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.61M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$530K
3
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$373K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$355K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$319K

Sector Composition

1 Technology 2.58%
2 Consumer Discretionary 1.5%
3 Healthcare 1.4%
4 Financials 1.19%
5 Industrials 0.5%

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