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
201
$274K 0.03%
+2,005
202
$273K 0.03%
42,504
-829
203
$272K 0.03%
3,876
+630
204
$272K 0.03%
+3,318
205
$272K 0.03%
1,435
-582
206
$268K 0.03%
+9,497
207
$266K 0.03%
24,357
-648
208
$265K 0.03%
+13,225
209
$264K 0.03%
+21,692
210
$263K 0.03%
+6,197
211
$261K 0.03%
3,458
-1,281
212
$260K 0.03%
3,613
+600
213
$258K 0.03%
+4,831
214
$256K 0.03%
+12,272
215
$254K 0.03%
+34,138
216
$252K 0.03%
+13,548
217
$251K 0.03%
12,761
+1,439
218
$248K 0.03%
281
-315
219
$247K 0.03%
6,012
+585
220
$245K 0.03%
+6,396
221
$242K 0.03%
28,379
-3,864
222
$237K 0.02%
9,827
-159
223
$237K 0.02%
+1,423
224
$237K 0.02%
24,584
+13,448
225
$236K 0.02%
+31,606
7 8
9
10 11