6M

6 Meridian Portfolio holdings

AUM $1.37B
1-Year Est. Return 17.3%
This Quarter Est. Return
1 Year Est. Return
+17.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$957M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$8.08M
3
+$6.33M
4
SIXA icon
ETC 6 Meridian Mega Cap Equity ETF
SIXA
+$6.11M
5
BIIB icon
Biogen
BIIB
+$5.64M

Top Sells

1
+$6.67M
2
+$6.08M
3
+$5.51M
4
EXC icon
Exelon
EXC
+$5.06M
5
ACN icon
Accenture
ACN
+$4.46M

Sector Composition

1 Healthcare 4.89%
2 Consumer Staples 4.08%
3 Financials 2.86%
4 Technology 2.58%
5 Communication Services 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$232K 0.02%
+18,725
227
$229K 0.02%
+3,744
228
$229K 0.02%
+8,734
229
$227K 0.02%
+13,861
230
$225K 0.02%
+29,345
231
$218K 0.02%
+5,536
232
$216K 0.02%
3,601
+469
233
$216K 0.02%
12,704
-32,874
234
$213K 0.02%
+8,879
235
$211K 0.02%
+2,514
236
$209K 0.02%
17,489
-4,594
237
$208K 0.02%
+6,761
238
$206K 0.02%
+2,015
239
$205K 0.02%
613
-414
240
$204K 0.02%
+878
241
$201K 0.02%
+2,124
242
$201K 0.02%
+6,938
243
$197K 0.02%
35,264
+209
244
$183K 0.02%
+15,593
245
$180K 0.02%
13,488
-2,446
246
$178K 0.02%
+18,697
247
$174K 0.02%
+18,408
248
$169K 0.02%
+15,474
249
$165K 0.02%
+11,096
250
$163K 0.02%
+41,200
8 9
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