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
$1.17B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$7.22M
3
+$6.53M
4
SIXL icon
ETC 6 Meridian Low Beta Equity ETF
SIXL
+$6.02M
5
SIXS icon
ETC 6 Meridian Small Cap Equity ETF
SIXS
+$5.41M

Top Sells

1
+$7.11M
2
+$6.09M
3
+$5.53M
4
MET icon
MetLife
MET
+$4.12M
5
INTC icon
Intel
INTC
+$3.56M

Sector Composition

1 Consumer Staples 5.12%
2 Healthcare 4.19%
3 Financials 2.24%
4 Technology 2.19%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.6M 0.31%
7,564
+502
52
$3.47M 0.3%
26,112
+10,464
53
$3.34M 0.29%
220,835
+1,796
54
$3.26M 0.28%
56,656
-2,237
55
$3.25M 0.28%
25,579
-8,680
56
$3.25M 0.28%
+17,887
57
$3.24M 0.28%
23,913
+1,175
58
$3.22M 0.28%
+58,244
59
$3.18M 0.27%
82,138
-7,175
60
$3.14M 0.27%
51,701
-67,792
61
$3.1M 0.26%
77,468
+4,589
62
$2.98M 0.25%
18,122
+742
63
$2.97M 0.25%
39,445
+2,708
64
$2.96M 0.25%
+57,330
65
$2.86M 0.24%
24,926
-642
66
$2.86M 0.24%
16,803
+15,409
67
$2.81M 0.24%
+42,753
68
$2.79M 0.24%
122,038
+17,393
69
$2.74M 0.23%
37,306
+3,680
70
$2.7M 0.23%
+28,017
71
$2.69M 0.23%
58,699
+5,138
72
$2.68M 0.23%
43,061
+3,999
73
$2.64M 0.23%
+368,094
74
$2.62M 0.22%
19,755
-4,966
75
$2.41M 0.21%
62,460
+1,923
1 2
3
4 5