6M
6 Meridian Portfolio holdings
AUM
$1.37B
1-Year Return
17.3%
This Quarter Return
+6.87%
1 Year Return
+17.3%
3 Year Return
+46.02%
5 Year Return
–
10 Year Return
–
AUM
$1.17B
AUM Growth
+$118M
(+11%)
Cap. Flow
+$55.4M
Cap. Flow
% of AUM
4.74%
Top 10 Holdings %
Top 10 Hldgs %
56.65%
Holding
462
New
152
Increased
130
Reduced
115
Closed
65
Top Buys
| 1 |
ETC 6 Meridian Mega Cap Equity ETF
SIXA
|
+$7.53M |
| 2 |
Avantis International Equity ETF
AVDE
|
+$7.22M |
| 3 |
Altria Group
MO
|
+$6.53M |
| 4 |
ETC 6 Meridian Low Beta Equity ETF
SIXL
|
+$6.02M |
| 5 |
ETC 6 Meridian Small Cap Equity ETF
SIXS
|
+$5.41M |
Top Sells
| 1 |
WBA
Walgreens Boots Alliance
WBA
|
+$7.11M |
| 2 |
JPMorgan Chase
JPM
|
+$6.09M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
+$5.53M |
| 4 |
MetLife
MET
|
+$4.12M |
| 5 |
Intel
INTC
|
+$3.56M |
Sector Composition
| 1 | Consumer Staples | 5.12% |
| 2 | Healthcare | 4.19% |
| 3 | Financials | 2.24% |
| 4 | Technology | 2.19% |
| 5 | Consumer Discretionary | 1.96% |
