Monarch Blue Chips Core Index ETF (MBCC)

• Market cap: $156M
• 1 day: 0.63%
• 5 days: 3.03%
• 1 month: -0.42%
• 3 months: -7.42%
• 6 months: -3.45%
• Year to date: -3.25%
• 1 year: 7.55%
• 5 years: 32.85%
• 10 years: 32.85%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

150% more funds holding

Funds holding: 2 [Q3] → 5 (+3) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

2% less capital invested

Capital invested by funds: $109M [Q3] → $106M (-$2.51M) [Q4]

1.23% less ownership

Funds ownership: 99.3% [Q3] → 98.07% (-1.23%) [Q4]

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1