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6M

6 Meridian Portfolio holdings

AUM $1.37B
1-Year Est. Return 17.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$957M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$8.14M
3
+$6.42M
4
SIXA icon
ETC 6 Meridian Mega Cap Equity ETF
SIXA
+$6.06M
5
WBA
Walgreens Boots Alliance
WBA
+$5.58M

Top Sells

1
+$6.67M
2
+$6.08M
3
+$5.51M
4
EXC icon
Exelon
EXC
+$5.06M
5
T icon
AT&T
T
+$4.52M

Sector Composition

1 Healthcare 4.89%
2 Consumer Staples 4.08%
3 Financials 2.86%
4 Technology 2.58%
5 Communication Services 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-10,537
402
– –
-137,228
403
– –
-30,371
404
– –
-1,450
405
– –
-3,418
406
– –
-26,248
407
– –
-5,330
408
– –
-17,708
409
– –
-9,596
410
– –
-5,929
411
– –
-7,111
412
– –
-2,099
413
– –
-29,693
414
– –
-3,120
415
– –
-109,896
416
– –
-46,795
417
– –
-16,952
418
– –
-47,839
419
– –
-5,517
420
– –
-20,794
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