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
76
$2.08M 0.22%
17,636
-30,960
77
$2.07M 0.22%
60,324
-6,276
78
$2.06M 0.22%
28,625
-2,227
79
$2.05M 0.21%
17,726
-9,990
80
$2.05M 0.21%
74,198
-940
81
$2.05M 0.21%
16,313
-5,266
82
$1.95M 0.2%
158,503
+2,198
83
$1.94M 0.2%
55,628
-2,053
84
$1.87M 0.2%
56,921
+690
85
$1.82M 0.19%
75,980
-2,140
86
$1.8M 0.19%
6,493
-2,756
87
$1.79M 0.19%
12,548
-4,572
88
$1.79M 0.19%
+3,574
89
$1.78M 0.19%
6,789
-3,470
90
$1.78M 0.19%
12,082
-443
91
$1.76M 0.18%
+6,935
92
$1.76M 0.18%
+8,914
93
$1.7M 0.18%
12,278
-28,045
94
$1.7M 0.18%
70,618
-2,231
95
$1.63M 0.17%
7,755
-4,329
96
$1.63M 0.17%
27,395
-1,003
97
$1.59M 0.17%
43,165
-764
98
$1.51M 0.16%
78,788
+66,088
99
$1.45M 0.15%
66,035
-2,074
100
$1.44M 0.15%
18,749
-655
2 3
4
5 6