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
$117M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$10.9M
3
+$7.95M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$6.61M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6M

Top Sells

1
+$7.17M
2
+$6.26M
3
+$5.37M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.46M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.22M

Sector Composition

1 Technology 0.79%
2 Consumer Staples 0.46%
3 Healthcare 0.42%
4 Industrials 0.36%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,123
102
– –
-1,141
103
– –
-2,763
104
– –
-1,376
105
$0 ﹤0.01%
+1
106
$0 ﹤0.01%
+2
107
– –
-13,051
108
– –
-960
109
– –
-1,462
110
– –
-8,016
111
– –
-12,521
112
$0 ﹤0.01%
+100
113
– –
-1,576
1 2 3 4
5