Holdings

Symbol Grade Price % Change Allocation
XSMO B 1.41 4.92
IWP A 1.56 4.63
XLRE C 0.75 4.57
SPHD A 0.53 4.51
SCHH C 0.66 4.26
CIBR B 0.63 4.25
ESGV A 0.49 4.25
GUNR D 0.13 3.82
ASHR C -3.23 3.45
KWEB D -2.77 3.26

Recent News for Monarch Volume Factor Global Unconstrained Index ETF & its Holdings

Date Stock Title
Nov 22 XLRE CRE is more than just office spaces: Economist
Nov 22 KWEB Texas Governor Mandates State Agencies To Divest From China: 'Will Defend And Safeguard Itself...From Any Potential Threat'
Nov 21 XLRE Housing market growth in 2025 hinges on rates: Analyst
Nov 21 XLRE Mortgage rates continue to climb for eighth straight week
Nov 21 XLRE US homebuyers are coming off sidelines after 2024 election, Fed cuts
Nov 21 XLRE Existing home sales rose 3.4% in October: NAR
Nov 21 XLRE Leading And Lagging Sectors For November 21, 2024
Nov 20 SPHD Invesco S&P 500 High Dividend Low Volatility ETF declares monthly distribution of $0.1378
Nov 20 SPHD SPHD: It Has Probably Peaked For Now
Nov 20 XLRE SA Charts: These S&P 500 companies spent the largest on buybacks last quarter
Nov 20 ASHR Asia Mixed, Europe Markets Gain; Gold Slips And Dollar Gains Against Yen - Global Markets Today While US Slept
Nov 20 KWEB Chinese Fund Giants Slash ETF Fees Amid Intense Market Competition
Nov 19 XLRE Lowe's earnings and housing starts: US housing market's latest
Nov 18 SCHH REITs see Q3 FFO decline Y/Y despite higher net operating income, occupancy
Nov 18 XLRE REITs see Q3 FFO decline Y/Y despite higher net operating income, occupancy
Nov 18 XLRE Mortgage rates still 'underlying' home affordability problems
Nov 18 ASHR Xi Jinping says China ready to work with Trump 2.0, but warns on crossing 'red lines'
Nov 18 KWEB Xi Jinping says China ready to work with Trump 2.0, but warns on crossing 'red lines'
Nov 18 KWEB Peter Thiel Says Trump's 60% China Tariff Would Be 'Very, Very Bad' For Beijing, Here's What's At Stake
MVFG is a fund of fund, emphasizing equity ETFs with strong cash flow and adjusting towards treasury ETFs during cash flow challenges. The fund seeks to replicate the performance of its target index, composed of up to 25 equally weighted equity ETFs selected for financial health, alongside treasury ETFs as necessary. Screening US-listed equity ETFs with global exposure, including emerging markets, the fund adheres to specific criteria like no leverage, non-inverse fund structure, assets over $50 million, and a trading history of at least two years. Following the proprietary Volume Factor methodology, it identifies sectors with positive cash flow dynamics. MVFG's adaptable strategy involves adjusting sector allocations in response to financial trends, ensuring a proportional representation of index securities. During market downturns, the fund may increase exposure to treasury ETFs while rebalancing sector weightings to navigate evolving market conditions. MVFG focuses on global market intricacies and aims for diversified positive cash flow strategies.
Exchange Traded Funds Betashares Inverse Exchange Traded Fund
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