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
$134M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$714K
2
+$404K
3
+$334K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$331K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$304K

Top Sells

1
+$5.88M
2
+$393K
3
+$204K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$91.5K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$73.7K

Sector Composition

1 Technology 5.8%
2 Healthcare 3.89%
3 Consumer Discretionary 1.63%
4 Financials 1.32%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.89%
19,635
+6,689
27
$1.15M 0.86%
23,509
-494
28
$1.01M 0.76%
12,202
+1,495
29
$1.01M 0.75%
5,260
+265
30
$896K 0.67%
13,605
-108
31
$894K 0.67%
4,956
+24
32
$859K 0.64%
11,718
-250
33
$842K 0.63%
7,121
+596
34
$817K 0.61%
10,148
+1,559
35
$796K 0.59%
26,743
+743
36
$769K 0.57%
15,410
-500
37
$743K 0.55%
3,710
38
$738K 0.55%
7,275
+2
39
$732K 0.55%
19,027
40
$714K 0.53%
+2,119
41
$710K 0.53%
9,181
+1,816
42
$680K 0.51%
6,184
+1,276
43
$678K 0.51%
24,993
+81
44
$669K 0.5%
4,289
-51
45
$631K 0.47%
4,275
+21
46
$619K 0.46%
5,668
-450
47
$610K 0.46%
13,205
+3
48
$591K 0.44%
2,771
-171
49
$544K 0.41%
3,604
+20
50
$529K 0.39%
8,053
+53
1
2
3 4 5