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
$1.26B
AUM Growth
+$92.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$13M
3
+$10.4M
4
SXQG icon
ETC 6 Meridian Quality Growth ETF
SXQG
+$8.71M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.89M

Top Sells

1
+$14.1M
2
+$6.49M
3
+$5.72M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$4.21M
5
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$3.84M

Sector Composition

1 Consumer Staples 4.61%
2 Healthcare 3.94%
3 Financials 2.21%
4 Technology 2.17%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$211K 0.02%
9,531
-351
352
$211K 0.02%
+1,338
353
$210K 0.02%
861
-30
354
$210K 0.02%
2,461
-81
355
$210K 0.02%
3,918
-116
356
$210K 0.02%
+4,924
357
$209K 0.02%
3,544
-122
358
$209K 0.02%
1,450
-44
359
$209K 0.02%
+1,226
360
$209K 0.02%
+4,333
361
$208K 0.02%
2,663
-97
362
$208K 0.02%
+1,808
363
$208K 0.02%
2,338
-82
364
$206K 0.02%
3,536
-155
365
$206K 0.02%
1,029
-29
366
$205K 0.02%
1,459
-50
367
$205K 0.02%
1,453
-45
368
$204K 0.02%
1,050
-38
369
$204K 0.02%
2,986
-92
370
$204K 0.02%
3,471
-131
371
$204K 0.02%
5,233
-217
372
$203K 0.02%
+2,531
373
$203K 0.02%
4,744
-167
374
$203K 0.02%
1,691
-60
375
$202K 0.02%
4,959
-104
13 14
15
16 17