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
$138M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$550K
2
+$539K
3
+$429K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$350K
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$315K

Top Sells

1
+$225K
2
+$221K
3
+$209K
4
HD icon
Home Depot
HD
+$205K
5
V icon
Visa
V
+$201K

Sector Composition

1 Technology 6.13%
2 Healthcare 3.39%
3 Consumer Discretionary 1.56%
4 Communication Services 1.35%
5 Industrials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 1.08%
5,933
-96
27
$1.14M 0.83%
5,921
+965
28
$1.14M 0.82%
14,731
+5,550
29
$1.08M 0.78%
13,796
+1,594
30
$1.08M 0.78%
23,088
-421
31
$1.03M 0.74%
34,581
+7,838
32
$967K 0.7%
5,295
+35
33
$929K 0.67%
13,613
+1,895
34
$884K 0.64%
13,606
+1
35
$827K 0.6%
10,341
+193
36
$801K 0.58%
18,880
-147
37
$791K 0.57%
6,973
-148
38
$772K 0.56%
2,119
39
$767K 0.56%
7,904
+1,720
40
$745K 0.54%
3,685
-25
41
$732K 0.53%
15,410
42
$728K 0.53%
7,575
+300
43
$675K 0.49%
4,489
+200
44
$653K 0.47%
3,584
-20
45
$636K 0.46%
4,363
+88
46
$614K 0.45%
5,468
-200
47
$605K 0.44%
1,210
+371
48
$598K 0.43%
3,260
49
$593K 0.43%
8,704
+651
50
$591K 0.43%
2,771
1
2
3 4 5