MVFD
Monarch Volume Factor Dividend Tree ETF
1W: -0.3%
1M: +11.3%
YTD: +4.7%
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$143M
Holdings40
Top 10 Wt29.5%
Volume10,477
Avg Volume11,186
Beta0.71
Portfolio Fundamentals
P/E18.2
P/B3.4
Div Yield2.68%
ROE18.9%
% Profitable95%
Inception2024-03-07
Sector Allocation
Financial Services
45.2%
Technology
13.8%
Industrials
9.7%
Consumer Cyclical
9.4%
Consumer Defensive
8.7%
Healthcare
8.0%
+3 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Lamb Weston Holdings, Inc. | LW | 3.57% | $5.0M | 93,565 |
| 2 | Verisk Analytics, Inc. | VRSK | 3.18% | $4.5M | 23,840 |
| 3 | Automatic Data Processing, Inc. | ADP | 3.16% | $4.5M | 15,212 |
| 4 | Robert Half, Inc. | RHI | 3.03% | $4.3M | 101,601 |
| 5 | Elevance Health, Inc. | ELV | 2.89% | $4.1M | 9,661 |
| 6 | Tetra Tech, Inc. | TTEK | 2.87% | $4.0M | 109,615 |
| 7 | J M Smucker Company (The) | SJM | 2.79% | $3.9M | 30,857 |
| 8 | Royalty Pharma plc | RPRX | 2.72% | $3.8M | 58,665 |
| 9 | Moelis & Company | MC | 2.65% | $3.7M | 66,809 |
| 10 | Everest Group Ltd. | EG | 2.62% | $3.7M | 9,448 |