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
$957M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$8.08M
3
+$6.33M
4
SIXA icon
ETC 6 Meridian Mega Cap Equity ETF
SIXA
+$6.11M
5
BIIB icon
Biogen
BIIB
+$5.64M

Top Sells

1
+$6.67M
2
+$6.08M
3
+$5.51M
4
EXC icon
Exelon
EXC
+$5.06M
5
ACN icon
Accenture
ACN
+$4.46M

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
26
$5.31M 0.55%
35,845
+20,936
27
$5.28M 0.55%
113,247
-34,089
28
$5.12M 0.54%
+142,617
29
$5M 0.52%
51,987
+9,667
30
$4.94M 0.52%
31,400
+12,280
31
$4.82M 0.5%
41,404
-2,712
32
$4.79M 0.5%
128,727
-2,209
33
$4.69M 0.49%
116,191
-3,480
34
$4.62M 0.48%
59,850
-15,158
35
$4.51M 0.47%
161,589
-5,258
36
$4.36M 0.46%
106,165
-3,689
37
$4.19M 0.44%
55,859
-21,304
38
$4.11M 0.43%
286,773
+39,004
39
$4.01M 0.42%
+6,417
40
$3.94M 0.41%
135,258
-5,111
41
$3.91M 0.41%
23,583
+5,475
42
$3.83M 0.4%
177,415
+9,976
43
$3.78M 0.4%
32,387
-1,203
44
$3.74M 0.39%
139,345
-4,421
45
$3.73M 0.39%
158,278
-3,970
46
$3.69M 0.39%
71,194
+22,626
47
$3.51M 0.37%
7,154
+1,138
48
$3.39M 0.35%
49,799
-1,540
49
$3.38M 0.35%
24,333
-4,927
50
$3.17M 0.33%
218,101
+3,128
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