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
$864M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$18.9M
3
+$18.8M
4
CSCO icon
Cisco
CSCO
+$17.8M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$17.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.71%
2 Consumer Staples 15.21%
3 Technology 8.91%
4 Industrials 8.36%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.17M 0.14%
+55,092
102
$1.17M 0.14%
+35,646
103
$1.15M 0.13%
+98,305
104
$1.15M 0.13%
+88,855
105
$1.1M 0.13%
+47,071
106
$1.1M 0.13%
+80,055
107
$1.07M 0.12%
+7,274
108
$1.07M 0.12%
+31,033
109
$1.04M 0.12%
+236,925
110
$1.01M 0.12%
+19,894
111
$952K 0.11%
+28,072
112
$935K 0.11%
+81,904
113
$900K 0.1%
+16,940
114
$894K 0.1%
+31,461
115
$892K 0.1%
+26,933
116
$873K 0.1%
+9,435
117
$857K 0.1%
+25,980
118
$854K 0.1%
+68,234
119
$849K 0.1%
+21,131
120
$846K 0.1%
+68,241
121
$840K 0.1%
+15,038
122
$830K 0.1%
+27,282
123
$802K 0.09%
+23,363
124
$793K 0.09%
+36,876
125
$783K 0.09%
+54,342
3 4
5
6 7