6M
6 Meridian Portfolio holdings
AUM
$1.37B
1-Year Est. Return
17.3%
This Fund
S&P 500
1 Year Est. Return
+17.3%
AUM
$1.27B
AUM Growth
+$4.6M
(+0.36%)
Holding
530
Top Buys
| 1 | +$10.3M | |
| 2 | +$7.74M | |
| 3 | +$7.61M | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$7.44M |
| 5 |
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
|
+$6.37M |
Top Sells
| 1 | +$13M | |
| 2 | +$8.04M | |
| 3 | +$7.89M | |
| 4 |
Gilead Sciences
GILD
|
+$5.55M |
| 5 |
Duke Energy
DUK
|
+$5.37M |
Sector Composition
| 1 | Consumer Staples | 3.7% |
| 2 | Financials | 3.64% |
| 3 | Healthcare | 3.3% |
| 4 | Technology | 2.53% |
| 5 | Industrials | 1.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Tesla
TSLA
$1.62T
| – | – |
-6,240
|
|
||
527
Toro Company
TTC
$8.96B
| – | – |
-2,085
|
|
||
528
Valmont Industries
VMI
$8.78B
| – | – |
-956
|
|
||
529
Vanda Pharmaceuticals
VNDA
$446M
| – | – |
-13,607
|
|
||
530
Verizon
VZ
$188B
| – | – |
-143,471
|
|