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
401
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402
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403
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404
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405
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408
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409
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410
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414
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415
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416
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417
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418
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419
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420
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421
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422
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423
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-47,931
424
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-152,770
425
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-24,669
15 16
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18 19