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
326
$218K 0.02%
+2,412
327
$218K 0.02%
5,297
-1,328
328
$217K 0.02%
+2,016
329
$217K 0.02%
+11,577
330
$217K 0.02%
+8,556
331
$217K 0.02%
11,662
-19,087
332
$216K 0.02%
+4,911
333
$216K 0.02%
6,047
-394
334
$216K 0.02%
+3,587
335
$215K 0.02%
+4,701
336
$214K 0.02%
+3,962
337
$214K 0.02%
+1,509
338
$214K 0.02%
+3,390
339
$214K 0.02%
+12,608
340
$214K 0.02%
1,645
-814
341
$214K 0.02%
2,495
-57
342
$213K 0.02%
+1,102
343
$213K 0.02%
3,078
-419
344
$213K 0.02%
+3,602
345
$212K 0.02%
10,151
-815
346
$212K 0.02%
4,185
+287
347
$212K 0.02%
+2,310
348
$212K 0.02%
14,103
-10,464
349
$211K 0.02%
42,530
+12,232
350
$211K 0.02%
+4,278
12 13
14
15 16