6M
6 Meridian Portfolio holdings
AUM
$1.37B
1-Year Est. Return
17.3%
This Fund
S&P 500
1 Year Est. Return
+17.3%
AUM
$1.37B
AUM Growth
+$98.3M
(+7.8%)
Holding
434
Top Buys
| 1 | +$8.77M | |
| 2 | +$6.07M | |
| 3 | +$4.68M | |
| 4 |
Invesco Variable Rate Investment Grade ETF
VRIG
|
+$4.4M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$3.74M |
Top Sells
| 1 | +$2.85M | |
| 2 | +$1.84M | |
| 3 | +$1.5M | |
| 4 |
EMD
Western Asset Emerging Markets Debt Fund
EMD
|
+$1.18M |
| 5 |
VTA
INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND
VTA
|
+$1.17M |
Sector Composition
| 1 | Consumer Staples | 3.73% |
| 2 | Healthcare | 3.54% |
| 3 | Financials | 3.39% |
| 4 | Technology | 2.61% |
| 5 | Consumer Discretionary | 1.69% |
