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
$121M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$7.15M
3
+$883K
4
IDRV icon
iShares Self-Driving EV and Tech ETF
IDRV
+$757K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$641K

Top Sells

1
+$11.5M
2
+$7.72M
3
+$6.43M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.64M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.77M

Sector Composition

1 Industrials 0.3%
2 Communication Services 0.23%
3 Healthcare 0.13%
4 Financials 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.1M 18.27%
48,694
+1,413
2
$14.7M 12.13%
108,910
+6,560
3
$11.1M 9.18%
26,646
+842
4
$10M 8.28%
168,989
+160,456
5
$8.76M 7.24%
110,715
+6,850
6
$8.43M 6.97%
108,235
-59,574
7
$7.92M 6.55%
125,897
-102,184
8
$7.22M 5.97%
42,891
+2,743
9
$7.15M 5.91%
+144,799
10
$6.83M 5.65%
371,872
+25,600
11
$3.51M 2.9%
75,522
+16,297
12
$2.85M 2.36%
33,162
-89,678
13
$1.96M 1.62%
10,001
+1,333
14
$1.74M 1.43%
26,422
+5,348
15
$1.5M 1.24%
31,203
+6,300
16
$1.42M 1.18%
19,697
+4,151
17
$488K 0.4%
16,078
-379,016
18
$469K 0.39%
4,841
-367
19
$413K 0.34%
3,767
-25,300
20
$368K 0.3%
2,323
+234
21
$304K 0.25%
1,278
-242
22
$279K 0.23%
2,000
-100
23
$234K 0.19%
+813
24
$161K 0.13%
+971
25
$157K 0.13%
+7,275
1
2 3