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
301
$223K 0.02%
+4,714
302
$223K 0.02%
+5,591
303
$223K 0.02%
+826
304
$223K 0.02%
1,751
+1
305
$223K 0.02%
2,160
-304
306
$222K 0.02%
+1,584
307
$222K 0.02%
891
-6,260
308
$222K 0.02%
+3,674
309
$222K 0.02%
+2,542
310
$222K 0.02%
184
-84
311
$221K 0.02%
+3,691
312
$221K 0.02%
1,061
-97
313
$221K 0.02%
5,060
-119
314
$221K 0.02%
+7,276
315
$221K 0.02%
+5,736
316
$220K 0.02%
+5,146
317
$219K 0.02%
+6,456
318
$219K 0.02%
+1,080
319
$219K 0.02%
+1,333
320
$219K 0.02%
+4,932
321
$219K 0.02%
2,276
-52
322
$219K 0.02%
+3,883
323
$218K 0.02%
+2,571
324
$218K 0.02%
+947
325
$218K 0.02%
+6,266
11 12
13
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