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
$864M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$18.9M
3
+$18.8M
4
CSCO icon
Cisco
CSCO
+$17.8M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$17.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.71%
2 Consumer Staples 15.21%
3 Technology 8.91%
4 Industrials 8.36%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$480K 0.06%
+6,472
252
$479K 0.06%
+7,417
253
$479K 0.06%
+9,394
254
$478K 0.06%
+4,215
255
$478K 0.06%
+7,348
256
$477K 0.06%
+1,998
257
$476K 0.06%
+4,909
258
$475K 0.05%
+12,164
259
$474K 0.05%
+11,538
260
$474K 0.05%
+10,992
261
$471K 0.05%
+12,618
262
$470K 0.05%
+6,231
263
$470K 0.05%
+7,994
264
$469K 0.05%
+9,732
265
$469K 0.05%
+4,141
266
$469K 0.05%
+22,100
267
$468K 0.05%
+22,617
268
$467K 0.05%
+5,114
269
$467K 0.05%
+6,908
270
$467K 0.05%
+3,443
271
$466K 0.05%
+5,399
272
$466K 0.05%
+2,935
273
$465K 0.05%
+31,578
274
$464K 0.05%
+10,233
275
$463K 0.05%
+2,213
9 10
11
12 13