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
$103M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$581K
2
+$454K
3
+$315K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$283K
5
CYTK icon
Cytokinetics
CYTK
+$267K

Top Sells

1
+$240K
2
+$201K
3
+$200K
4
MRK icon
Merck
MRK
+$109K
5
WM icon
Waste Management
WM
+$105K

Sector Composition

1 Technology 4.5%
2 Healthcare 4.19%
3 Industrials 1.44%
4 Consumer Discretionary 1.37%
5 Communication Services 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 1%
23,339
+6,446
27
$995K 0.97%
17,975
-953
28
$816K 0.79%
13,076
-575
29
$811K 0.79%
15,508
-1,981
30
$773K 0.75%
4,870
-41
31
$722K 0.7%
9,482
+501
32
$687K 0.67%
11,710
+409
33
$678K 0.66%
6,601
+5
34
$614K 0.6%
20,724
+2,065
35
$590K 0.57%
3,808
-97
36
$571K 0.56%
6,263
+503
37
$563K 0.55%
4,202
-36
38
$559K 0.54%
6,368
-800
39
$555K 0.54%
24,552
+879
40
$552K 0.54%
13,533
+151
41
$526K 0.51%
3,222
-645
42
$502K 0.49%
4,860
-140
43
$495K 0.48%
19,427
+165
44
$494K 0.48%
3,818
+165
45
$492K 0.48%
6,619
+2
46
$479K 0.47%
6,287
+1,962
47
$450K 0.44%
3,455
-470
48
$448K 0.44%
9,469
+410
49
$440K 0.43%
931
50
$437K 0.42%
14,000
1
2
3 4