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
151
$634K 0.07%
+12,734
152
$631K 0.07%
+7,141
153
$629K 0.07%
+12,227
154
$628K 0.07%
+8,230
155
$624K 0.07%
+11,272
156
$623K 0.07%
+7,910
157
$622K 0.07%
+22,890
158
$621K 0.07%
+14,130
159
$616K 0.07%
+11,686
160
$611K 0.07%
+59,799
161
$611K 0.07%
+10,514
162
$606K 0.07%
+10,595
163
$604K 0.07%
+8,124
164
$603K 0.07%
+8,024
165
$603K 0.07%
+27,732
166
$600K 0.07%
+21,883
167
$596K 0.07%
+6,689
168
$596K 0.07%
+9,843
169
$595K 0.07%
+11,550
170
$593K 0.07%
+12,036
171
$593K 0.07%
+21,123
172
$592K 0.07%
+32,069
173
$591K 0.07%
+10,483
174
$588K 0.07%
+9,596
175
$587K 0.07%
+11,138
5 6
7
8 9