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
$1.05B
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$6.18M
3
+$5.25M
4
SIXH icon
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
+$3.32M
5
SIXL icon
ETC 6 Meridian Low Beta Equity ETF
SIXL
+$3.19M

Top Sells

1
+$3.11M
2
+$3.01M
3
+$2.85M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.95M
5
COP icon
ConocoPhillips
COP
+$1.87M

Sector Composition

1 Healthcare 4.83%
2 Consumer Staples 3.89%
3 Financials 3.19%
4 Technology 2.65%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$233K 0.02%
+6,383
252
$231K 0.02%
+3,543
253
$231K 0.02%
+1,932
254
$229K 0.02%
9,901
+1,167
255
$227K 0.02%
+3,497
256
$227K 0.02%
+4,817
257
$226K 0.02%
+1,722
258
$226K 0.02%
+1,086
259
$224K 0.02%
+1,558
260
$222K 0.02%
+1,872
261
$222K 0.02%
+3,005
262
$220K 0.02%
590
-23
263
$219K 0.02%
+6,441
264
$217K 0.02%
+2,328
265
$217K 0.02%
12,747
-4,742
266
$216K 0.02%
+4,831
267
$215K 0.02%
12,674
-814
268
$215K 0.02%
10,907
-503
269
$215K 0.02%
+1,417
270
$214K 0.02%
15,308
-285
271
$214K 0.02%
+4,097
272
$214K 0.02%
+4,357
273
$212K 0.02%
+2,271
274
$210K 0.02%
+2,286
275
$209K 0.02%
+1,750
9 10
11
12 13