MFG
Monumental Financial Group Portfolio holdings
AUM
$270M
This Quarter Return
+0.39%
1 Year Return
+25.15%
3 Year Return
+18.18%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.42%
Holding
49
New
49
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 4.38% |
| 2 | Technology | 4.28% |
| 3 | Consumer Discretionary | 2.86% |
| 4 | Communication Services | 1.78% |
| 5 | Financials | 1.29% |
