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
151
$502K 0.05%
81,098
-8,835
152
$490K 0.05%
45,309
+729
153
$460K 0.05%
24,597
-673
154
$450K 0.05%
40,649
+760
155
$423K 0.04%
6,642
-242
156
$409K 0.04%
29,322
-1,876
157
$402K 0.04%
40,131
+5,592
158
$399K 0.04%
22,291
-510
159
$396K 0.04%
6,674
-216
160
$395K 0.04%
+4,367
161
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+7,507
162
$390K 0.04%
27,402
+123
163
$386K 0.04%
22,621
-727
164
$384K 0.04%
+6,565
165
$380K 0.04%
+33,161
166
$370K 0.04%
+50,711
167
$368K 0.04%
10,443
-337
168
$367K 0.04%
28,628
-854
169
$360K 0.04%
13,436
+1,341
170
$359K 0.04%
+23,860
171
$344K 0.04%
+4,559
172
$340K 0.04%
+20,338
173
$340K 0.04%
70,314
-3,452
174
$335K 0.04%
12,608
-204
175
$333K 0.03%
+21,492
5 6
7
8 9