MBCC
Monarch Blue Chips Core Index ETF
1W: -0.3%
1M: +2.6%
3M: +4.9%
YTD: +4.3%
1Y: +9.2%
3Y: +53.4%
5Y: +47.1%
$38.98
+0.21 (+0.54%)
Weekly Expected Move ±1.7%
$37
$37
$38
$39
$39
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$121M
Holdings25
Top 10 Wt50.3%
Volume6,098
Avg Volume17,250
Beta1.00
Portfolio Fundamentals
P/E39.6
P/B14.8
Div Yield1.04%
ROE42.2%
% Profitable96%
Inception2021-03-29
Sector Allocation
Technology
40.9%
Healthcare
13.9%
Financial Services
11.7%
Consumer Cyclical
11.0%
Real Estate
7.7%
Communication Services
7.3%
+2 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | ADV MICRO DEVICE | AMD | 8.81% | $15.5M | 34,599 |
| 2 | TEXAS INSTRUMENT | TXN | 5.66% | $10.0M | 32,653 |
| 3 | BROADCOM INC | AVGO | 5.15% | $9.1M | 21,668 |
| 4 | AMAZON.COM INC | AMZN | 4.97% | $8.7M | 32,984 |
| 5 | NVIDIA CORP | NVDA | 4.97% | $8.7M | 39,097 |
| 6 | APPLE INC | AAPL | 4.50% | $7.9M | 26,210 |
| 7 | MICROSOFT CORP | MSFT | 4.22% | $7.4M | 17,632 |
| 8 | VISA INC-CLASS A | V | 4.07% | $7.2M | 21,631 |
| 9 | WALMART INC | WMT | 4.03% | $7.1M | 54,141 |
| 10 | SIMON PROPERTY | SPG | 3.94% | $6.9M | 33,973 |