What is MVFD's relative strength rating?

Relative strength percentiles for MVFD are not available for the current snapshot date. TickerStance publishes RS ratings daily after each session close; check back after the next pipeline run.

What sector is MVFD in?

MVFD is classified under the Other sector per the TickerStance sector-classification pipeline, which maps U.S. equities to GICS-aligned sectors using exchange SIC codes and Massive Finance reference data.

Is MVFD in a leading sector?

Sector RS percentile is not available for Other at this snapshot. Leading sector status (threshold: Other RS ≥ 70th percentile) cannot be determined until the next sector RS pipeline run.

How volatile is MVFD?

MVFD currently shows a 20-day average daily range (ADR%) of 0.7%, a 90-day beta versus the S&P 500 of 0.11. ADR% and ATR% are updated daily; beta is computed over a trailing 90-day window.

Does MVFD have a seasonal pattern?

TickerStance computes MVFD's month-by-month seasonality from its full daily price history: the average and median return for each calendar month, how often that month closed higher, and the best and worst months on record. These are historical frequencies, not forecasts — a strong seasonal month describes what MVFD has tended to do in prior years, not a prediction of what comes next. The full month-by-month heatmap and win-rate table sit higher on this page.

When did MVFD last report earnings?

No SEC EDGAR filings are linked to MVFD in the current TickerStance fundamentals database. This can occur for tickers without a matched CIK (some ADRs, ETFs, and recently listed securities) or when the fundamentals pipeline has not yet processed this ticker.

Monarch Volume Factor Dividend Tree Index ETF (MVFD)

Free

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Monarch Volume Factor Dividend Tree Index ETF (MVFD)

§ Seasonality

10y · since 2024

Best monthJan on averageavg +5.21% · 100% win · n 2

Worst monthDec on averageavg -4.06% · 0% win · n 2

MVFD monthly seasonality strip
	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
1	MVFD Jan avg: 5.21% median: 5.21% win: 100% σ: 2.48% n: 2 2024-03-08 → 2026-07-31	MVFD Feb avg: 1.37% median: 1.37% win: 100% σ: 1.23% n: 2 2024-03-08 → 2026-07-31	MVFD Mar avg: -2.15% median: -4.93% win: 33% σ: 4.91% n: 3 2024-03-08 → 2026-07-31	MVFD Apr avg: -1.86% median: -4.99% win: 33% σ: 6.05% n: 3 2024-03-08 → 2026-07-31	MVFD May avg: 1.69% median: 3.77% win: 67% σ: 3.92% n: 3 2024-03-08 → 2026-07-31	MVFD Jun avg: -0.07% median: 0.13% win: 67% σ: 2.75% n: 3 2024-03-08 → 2026-07-31	MVFD Jul avg: 2.05% median: 2.44% win: 67% σ: 2.77% n: 3 2024-03-08 → 2026-07-31	MVFD Aug avg: 4.57% median: 4.57% win: 100% σ: 4.31% n: 2 2024-03-08 → 2026-07-31 (current)	MVFD Sep avg: -0.77% median: -0.77% win: 50% σ: 1.95% n: 2 2024-03-08 → 2026-07-31	MVFD Oct avg: 0.68% median: 0.68% win: 50% σ: 2.40% n: 2 2024-03-08 → 2026-07-31	MVFD Nov avg: 4.93% median: 4.93% win: 100% σ: 3.21% n: 2 2024-03-08 → 2026-07-31	MVFD Dec avg: -4.06% median: -4.06% win: 0% σ: 4.52% n: 2 2024-03-08 → 2026-07-31

Filed: May 2026

HOLDINGS

Top holdings of MVFD

Top 25 holdings of MVFD by portfolio weight
#	Holding	Weight	Value
1	KLIC	3.80%	$4M
2	ST	3.08%	$3M
3	JBHT	3.02%	$3M
4	OXY	2.96%	$3M
5	PTEN	2.88%	$3M
6	PPG	2.85%	$3M
7	ARES	2.84%	$3M
8	ASH	2.83%	$3M
9	MATX	2.71%	$3M
10	PR	2.70%	$3M
11	FCFS	2.68%	$3M
12	OVV	2.67%	$3M
13	SLB	2.62%	$3M
14	CF	2.58%	$3M
15	CL	2.57%	$3M
16	LCII	2.54%	$3M
17	FELE	2.52%	$3M
18	NOV	2.48%	$3M
19	IPAR	2.45%	$3M
20	IEX	2.42%	$3M
21	HAL	2.41%	$3M
22	LBRT	2.39%	$3M
23	KNTK	2.37%	$3M
24	EXPD	2.36%	$3M
25	CI	2.35%	$3M

Showing 25 of 40 holdings.

CONCENTRATION

Portfolio shape

29.7%Top 10 holdings

40Total holdings

39 (98%)Resolved tickers

SECTORS

Sector breakdown

Energy

29.4%

Industrials

19.9%

Healthcare

13.5%

Consumer Staples

9.6%

Technology

6.3%

Financials

5.2%

INTERNALS

What the holdings are doing

Above 50dma (count): 69%
Above 50dma (weight): 68.4%
Above 200dma (count): 82%
Above 200dma (weight): 84.0%

Stage mix (by weight)

Stage 1 · 10% of holdingsStage 2 · 62% of holdingsStage 3 · 18% of holdingsStage 4 · 10% of holdings

Median 1M RS: 57
Median 3M RS: 56
Median 6M RS: 58

Accumulation/distribution mix

A: 15%B: 26%C: 44%D: 13%E: 3%

Metrics matched 39 tickers across 40 holdings rows (97.5% of fund weight). Metrics as of 2026-08-24; holdings from the 2026-05-31 filing.

WHAT CHANGED

Between filings

Position changes from the 2026-02-28 to the 2026-05-31 N-PORT filing.

New positions

New positions holdings in MVFD
Holding	Before → after	Δ weight
STSENSATA TECHNOLOGIES HOLDING PLC	— → 3.08%	—
JBHTJ.B. HUNT TRANSPORT SERVICES INC	— → 3.02%	—
OXYOCCIDENTAL PETROLEUM CORP	— → 2.96%	—
PTENPATTERSON-UTI ENERGY INC	— → 2.88%	—
PPGPPG INDUSTRIES INC	— → 2.85%	—

+25 more

Added

Added holdings in MVFD
Holding	Before → after	Δ weight
ARESARES MANAGEMENT CORP

THEME EXPOSURE

Theme exposure inside MVFD

Oil Value Chain — 18% of weight

SIMILAR FUNDS BY HOLDINGS

Funds similar to MVFD

FAQ

Fund FAQ

What does MVFD hold?: MVFD holds 40 positions; its three largest are KLIC (3.80%), ST (3.08%), and JBHT (3.02%) as of May 2026.
How concentrated is MVFD?: The top 10 holdings account for 29.7% of MVFD's portfolio. Moderately concentrated.
What sectors does MVFD cover?: MVFD's largest sector exposures are Energy (29.4%), Industrials (19.9%), and Healthcare (13.5%).
How fresh is this data?: Holdings are sourced from SEC N-PORT-P filings, published quarterly with a ~60 day lag. The most recent filing for MVFD is dated May 2026.

Evidence · 1 of 3

Receipts behind the read

0 of 5 pass

Leadership

Is it leading?

Relative strength across horizons plus the leadership score.

—

LDR

—

StageWeinstein stage analysis

Stage 2 · Uptrend✓

Smart money

Who's accumulating?

Accumulation rating, relative volume, U/D ratio, breakout-day proof.

Evidence · 3 of 3

Market backdrop

Pull-back risk if Macro turns < 60

Trend44.9Are the major indexes going up or down lately?30% weight Breadth50.6Is the rally broad-based or narrow?30% weight Leadership42.4Who's leading?20% weight Macro59.0What does the credit & rates environment say?20% weight

Stance47.8● Neutral

Public attention · MVFD

Is the crowd watching?

No attention data for this ticker yet — it joins the daily scan once a baseline builds.

FAQ

Frequently asked questions

What is MVFD's relative strength rating?: Relative strength percentiles for MVFD are not available for the current snapshot date. TickerStance publishes RS ratings daily after each session close; check back after the next pipeline run.
What sector is MVFD in?: MVFD is classified under the Other sector per the TickerStance sector-classification pipeline, which maps U.S. equities to GICS-aligned sectors using exchange SIC codes and Massive Finance reference data.
Is MVFD in a leading sector?: Sector RS percentile is not available for Other at this snapshot. Leading sector status (threshold: Other RS ≥ 70th percentile) cannot be determined until the next sector RS pipeline run.
How volatile is MVFD?: MVFD currently shows a 20-day average daily range (ADR%) of 0.7%, a 90-day beta versus the S&P 500 of 0.11. ADR% and ATR% are updated daily; beta is computed over a trailing 90-day window.
Does MVFD have a seasonal pattern?: TickerStance computes MVFD's month-by-month seasonality from its full daily price history: the average and median return for each calendar month, how often that month closed higher, and the best and worst months on record. These are historical frequencies, not forecasts — a strong seasonal month describes what MVFD has tended to do in prior years, not a prediction of what comes next. The full month-by-month heatmap and win-rate table sit higher on this page.

Added holdings in MVFD
Holding	Before → after	Δ weight
ARESARES MANAGEMENT CORP

Trimmed

Trimmed holdings in MVFD
Holding	Before → after	Δ weight
SNASNAP-ON INC	2.85% → 2.25%	−0.60 pp
RUSHARUSH ENTERPRISES INC	2.90% → 2.33%	−0.57 pp
APAAPA CORP	2.69% → 2.15%	−0.54 pp
HALHALLIBURTON COMPANY	2.86% → 2.41%	−0.46 pp
TAPMOLSON COORS BEVERAGE COMPANY	2.56% → 2.16%	−0.40 pp

+3 more

Exited

Exited holdings in MVFD
Holding	Before → after	Δ weight
INSWInternational Seaways Inc.	3.66% → —	—
YOUClear Secure Inc	3.49% → —	—
DDDupont De Nemours Inc	2.87% → —	—
ENSEnerSys	2.85% → —	—
BMYBristol-Myers Squibb Company	2.77% → —	—

+24 more

MVFD is not confirmed as a leader.

§ Seasonality

Top holdings of MVFD

Portfolio shape

Sector breakdown

What the holdings are doing

Between filings

Theme exposure inside MVFD

Funds similar to MVFD

Fund FAQ

Receipts behind the read

Is it leading?

Who's accumulating?

Market backdrop

Is the crowd watching?

Frequently asked questions

How much does it move?

§ Seasonality

What the holdings are doing

Theme exposure inside MVFD

Funds similar to MVFD

Between filings

Monarch Volume Factor Dividend Tree Index ETF (MVFD) — Stance & relative strength

MVFD is not confirmed as a leader.

Top holdings of MVFD

Portfolio shape

Sector breakdown

What the holdings are doing

Between filings

Theme exposure inside MVFD

Funds similar to MVFD

Fund FAQ

Receipts behind the read

Is it leading?

Who's accumulating?

Market backdrop

Is the crowd watching?

Frequently asked questions

How much does it move?

What the holdings are doing

Theme exposure inside MVFD

Funds similar to MVFD

Between filings