MF

Meridian Financial Portfolio holdings

AUM $183M
1-Year Est. Return 14.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$967K
3
+$530K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$396K
5
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$394K

Top Sells

1
+$326K
2
+$248K
3
+$213K
4
RDDT icon
Reddit
RDDT
+$196K
5
AAPL icon
Apple
AAPL
+$141K

Sector Composition

1 Technology 4.7%
2 Healthcare 2.1%
3 Financials 1.35%
4 Consumer Discretionary 1.14%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.01%
31,389
+488
27
$1.72M 0.97%
56,843
+4,200
28
$1.69M 0.95%
5,692
-139
29
$1.34M 0.76%
15,995
-300
30
$1.29M 0.73%
14,557
-592
31
$1.28M 0.72%
6,126
-87
32
$1.2M 0.68%
1,959
+75
33
$1.14M 0.64%
5,200
-50
34
$1.07M 0.6%
14,610
+601
35
$1.07M 0.6%
20,516
-278
36
$1M 0.57%
+9,066
37
$1M 0.56%
11,905
-96
38
$992K 0.56%
6,027
+696
39
$976K 0.55%
3,095
40
$964K 0.54%
22,102
+1,288
41
$944K 0.53%
27,159
+11,590
42
$933K 0.53%
17,379
43
$898K 0.51%
13,120
-743
44
$861K 0.48%
6,637
-374
45
$858K 0.48%
12,493
-1,141
46
$815K 0.46%
9,628
+81
47
$800K 0.45%
10,002
+408
48
$786K 0.44%
23,195
+1,085
49
$777K 0.44%
7,535
-797
50
$761K 0.43%
4,361
-146
1
2
3 4 5