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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
$992M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$14.5M
3
+$9.89M
4
WFC icon
Wells Fargo
WFC
+$9.24M
5
MDLZ icon
Mondelez International
MDLZ
+$8.76M

Top Sells

1
+$20.9M
2
+$17.4M
3
+$13.8M
4
EXC icon
Exelon
EXC
+$12.4M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$11.8M

Sector Composition

1 Consumer Staples 17.01%
2 Financials 10.84%
3 Healthcare 8.98%
4 Consumer Discretionary 7.69%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$162K 0.02%
12,125
-2,268
427
$158K 0.02%
11,754
+1,451
428
$158K 0.02%
13,050
+1,470
429
$154K 0.02%
10,988
-3,544
430
$135K 0.01%
+17,219
431
$127K 0.01%
14,469
+2,008
432
– –
-18,843
433
– –
-36,671
434
– –
-17,892
435
– –
-16,710
436
– –
-10,661
437
– –
-7,629
438
– –
-12,157
439
– –
-32,354
440
– –
-27,727
441
– –
-13,553
442
– –
-86,055
443
– –
-33,605
444
– –
-17,804
445
– –
-36,494
446
– –
-69,043
447
– –
-3,532
448
– –
-36,702
449
– –
-146,461
450
– –
-4,482
16 17
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