MF

Meridian Financial Portfolio holdings

AUM $178M
1-Year Est. Return 9.5%
This Quarter Est. Return
1 Year Est. Return
+9.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$493K
2
+$359K
3
+$299K
4
SYK icon
Stryker
SYK
+$240K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$226K

Top Sells

1
+$212K
2
+$90K
3
+$84K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$57.7K
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$49.4K

Sector Composition

1 Healthcare 4.17%
2 Technology 4.11%
3 Industrials 1.45%
4 Consumer Discretionary 1.36%
5 Communication Services 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$872K 0.92%
13,651
-1,315
27
$833K 0.88%
17,489
-178
28
$780K 0.82%
4,911
+318
29
$765K 0.81%
20,694
+469
30
$718K 0.76%
16,893
+665
31
$690K 0.73%
3,905
+2
32
$670K 0.71%
11,301
+610
33
$667K 0.7%
8,981
+507
34
$665K 0.7%
6,596
+55
35
$617K 0.65%
6,617
+4
36
$607K 0.64%
3,867
37
$590K 0.62%
7,168
-600
38
$573K 0.6%
4,238
-93
39
$548K 0.58%
18,659
+115
40
$526K 0.55%
3,925
+17
41
$520K 0.55%
13,382
-1,149
42
$518K 0.55%
5,760
+4
43
$518K 0.55%
23,673
+225
44
$496K 0.52%
3,653
+100
45
$453K 0.48%
931
46
$443K 0.47%
8,265
47
$437K 0.46%
14,000
48
$420K 0.44%
5,000
+140
49
$406K 0.43%
19,262
-1,375
50
$399K 0.42%
9,059
+370
1
2
3 4