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
$1.05B
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$6.18M
3
+$5.25M
4
SIXH icon
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
+$3.32M
5
SIXL icon
ETC 6 Meridian Low Beta Equity ETF
SIXL
+$3.19M

Top Sells

1
+$3.11M
2
+$3.01M
3
+$2.85M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.95M
5
COP icon
ConocoPhillips
COP
+$1.87M

Sector Composition

1 Healthcare 4.83%
2 Consumer Staples 3.89%
3 Financials 3.19%
4 Technology 2.65%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.41M 0.32%
161,067
-4,116
52
$3.39M 0.32%
34,259
-2,720
53
$3.37M 0.32%
219,039
+938
54
$3.3M 0.31%
137,621
-379
55
$3.21M 0.31%
24,721
-7,666
56
$3.16M 0.3%
22,738
-1,595
57
$3.11M 0.3%
58,893
-1,848
58
$2.81M 0.27%
25,568
-1,822
59
$2.79M 0.27%
7,466
-237
60
$2.73M 0.26%
17,380
-914
61
$2.71M 0.26%
89,313
-5,908
62
$2.69M 0.26%
72,713
-1,485
63
$2.68M 0.25%
10,156
-854
64
$2.63M 0.25%
33,626
-1,880
65
$2.62M 0.25%
17,895
-1,301
66
$2.54M 0.24%
16,660
-976
67
$2.53M 0.24%
72,879
-4,152
68
$2.51M 0.24%
36,737
-2,374
69
$2.44M 0.23%
53,561
-4,452
70
$2.43M 0.23%
59,213
-785
71
$2.43M 0.23%
57,175
-3,149
72
$2.42M 0.23%
60,537
-2,013
73
$2.4M 0.23%
+39,062
74
$2.39M 0.23%
6,345
-445
75
$2.3M 0.22%
27,260
-1,365
1 2
3
4 5