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
$1.17B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$7.22M
3
+$6.53M
4
SIXL icon
ETC 6 Meridian Low Beta Equity ETF
SIXL
+$6.02M
5
SIXS icon
ETC 6 Meridian Small Cap Equity ETF
SIXS
+$5.41M

Top Sells

1
+$7.11M
2
+$6.09M
3
+$5.53M
4
MET icon
MetLife
MET
+$4.12M
5
INTC icon
Intel
INTC
+$3.56M

Sector Composition

1 Consumer Staples 5.12%
2 Healthcare 4.19%
3 Financials 2.24%
4 Technology 2.19%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$239K 0.02%
+2,389
252
$239K 0.02%
+1,852
253
$238K 0.02%
+1,792
254
$237K 0.02%
+3,512
255
$237K 0.02%
3,901
-196
256
$237K 0.02%
+1,636
257
$236K 0.02%
991
-453
258
$236K 0.02%
+32,800
259
$235K 0.02%
+1,088
260
$235K 0.02%
+1,421
261
$235K 0.02%
9,882
-454
262
$235K 0.02%
+5,603
263
$234K 0.02%
+2,630
264
$233K 0.02%
+2,760
265
$233K 0.02%
4,239
-129,407
266
$232K 0.02%
+1,835
267
$231K 0.02%
+4,262
268
$231K 0.02%
1,842
+62
269
$230K 0.02%
+2,724
270
$230K 0.02%
+3,869
271
$230K 0.02%
+12,515
272
$230K 0.02%
12,213
-3,095
273
$230K 0.02%
+1,479
274
$230K 0.02%
+2,079
275
$229K 0.02%
+5,692
9 10
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