MF
Meridian Financial Portfolio holdings
AUM
$155M
This Quarter Return
-12.63%
1 Year Return
+9.78%
3 Year Return
+41.48%
5 Year Return
–
10 Year Return
–
AUM
$88.9M
AUM Growth
+$88.9M
(-7.8%)
Cap. Flow
+$5.06M
Cap. Flow
% of AUM
5.69%
Top 10 Holdings %
Top 10 Hldgs %
51.55%
Holding
100
New
10
Increased
35
Reduced
23
Closed
12
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$3.72M |
| 2 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$498K |
| 3 |
Amazon
AMZN
|
$478K |
| 4 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$465K |
| 5 |
Ball Corp
BALL
|
$408K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$377K |
| 2 |
ARK Innovation ETF
ARKK
|
$259K |
| 3 |
Stryker
SYK
|
$258K |
| 4 |
ARK Fintech Innovation ETF
ARKF
|
$251K |
| 5 |
Vanguard Growth ETF
VUG
|
$241K |
Sector Composition
| 1 | Technology | 4.57% |
| 2 | Healthcare | 3.59% |
| 3 | Consumer Discretionary | 1.66% |
| 4 | Industrials | 1.45% |
| 5 | Utilities | 1.44% |
