6M
6 Meridian Portfolio holdings
AUM
$1.37B
1-Year Return
17.3%
This Quarter Return
-1.33%
1 Year Return
+17.3%
3 Year Return
+46.02%
5 Year Return
–
10 Year Return
–
AUM
$1.27B
AUM Growth
+$4.6M
(+0.36%)
Cap. Flow
+$22M
Cap. Flow
% of AUM
1.74%
Top 10 Holdings %
Top 10 Hldgs %
56.29%
Holding
530
New
141
Increased
101
Reduced
146
Closed
142
Top Buys
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$13M |
| 2 |
Verizon
VZ
|
$8.04M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$7.89M |
| 4 |
Gilead Sciences
GILD
|
$5.55M |
| 5 |
Duke Energy
DUK
|
$5.37M |
Sector Composition
| 1 | Consumer Staples | 3.7% |
| 2 | Financials | 3.64% |
| 3 | Healthcare | 3.3% |
| 4 | Technology | 2.53% |
| 5 | Industrials | 1.55% |
