MF
Meridian Financial Portfolio holdings
AUM
$155M
This Quarter Return
-4.68%
1 Year Return
+9.78%
3 Year Return
+41.48%
5 Year Return
–
10 Year Return
–
AUM
$86M
AUM Growth
+$86M
(-3.2%)
Cap. Flow
+$1.84M
Cap. Flow
% of AUM
2.14%
Top 10 Holdings %
Top 10 Hldgs %
51.71%
Holding
90
New
2
Increased
49
Reduced
17
Closed
6
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$425K |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$300K |
| 3 |
Apple
AAPL
|
$293K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$292K |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$249K |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$408K |
| 2 |
American Water Works
AWK
|
$352K |
| 3 |
Bank of America
BAC
|
$302K |
| 4 |
American Electric Power
AEP
|
$251K |
| 5 |
Duke Energy
DUK
|
$210K |
Sector Composition
| 1 | Technology | 4.7% |
| 2 | Healthcare | 3.38% |
| 3 | Consumer Discretionary | 1.56% |
| 4 | Industrials | 1.43% |
| 5 | Communication Services | 1.02% |
