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

Top Buys

1
+$17.4M
2
+$10.9M
3
+$8.24M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$6.76M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$5.99M

Top Sells

1
+$7.18M
2
+$6.47M
3
+$5.36M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.65M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.28M

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
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-1,576
102
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-2,499
103
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-7,605
104
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-1,372
105
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-1,123
106
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-1,141
107
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-2,763
108
– –
-1,376
109
$0 ﹤0.01%
+1
110
$0 ﹤0.01%
+2
111
– –
-13,051
112
– –
-960
113
– –
-1,462
1 2 3 4
5