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
51
$3.11M 0.33%
+779,843
52
$3.01M 0.31%
+27,211
53
$2.97M 0.31%
267,625
-20,655
54
$2.9M 0.3%
165,183
-2,991
55
$2.81M 0.29%
35,506
+19,780
56
$2.72M 0.28%
18,294
-3,470
57
$2.72M 0.28%
138,000
-4,634
58
$2.66M 0.28%
60,741
-1,556
59
$2.66M 0.28%
36,979
+3,988
60
$2.63M 0.28%
54,460
-9,052
61
$2.59M 0.27%
58,013
+3,197
62
$2.58M 0.27%
7,703
-1,409
63
$2.58M 0.27%
27,390
-773
64
$2.57M 0.27%
+19,196
65
$2.41M 0.25%
6,790
-193
66
$2.4M 0.25%
22,763
-824
67
$2.39M 0.25%
111,171
-202,343
68
$2.32M 0.24%
+59,998
69
$2.31M 0.24%
+77,031
70
$2.29M 0.24%
95,221
+2,147
71
$2.28M 0.24%
+39,111
72
$2.21M 0.23%
163,640
-187,920
73
$2.21M 0.23%
+11,010
74
$2.2M 0.23%
+34,837
75
$2.16M 0.23%
62,550
-1,780
1 2
3
4 5