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
$95M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$493K
2
+$359K
3
+$299K
4
SYK icon
Stryker
SYK
+$240K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$226K

Top Sells

1
+$212K
2
+$90K
3
+$84K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$57.7K
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$49.4K

Sector Composition

1 Healthcare 4.17%
2 Technology 4.11%
3 Industrials 1.45%
4 Consumer Discretionary 1.36%
5 Communication Services 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$397K 0.42%
2,209
52
$381K 0.4%
15,417
-795
53
$379K 0.4%
5,863
54
$370K 0.39%
1,402
55
$346K 0.36%
2,279
56
$334K 0.35%
4,795
-222
57
$327K 0.34%
2,629
-325
58
$325K 0.34%
4,325
+283
59
$323K 0.34%
8,186
-435
60
$320K 0.34%
3,172
+53
61
$316K 0.33%
4,817
+3
62
$311K 0.33%
7,894
-1,099
63
$306K 0.32%
5,409
-200
64
$299K 0.32%
+3,641
65
$298K 0.31%
3,360
+200
66
$283K 0.3%
533
67
$277K 0.29%
2,556
+120
68
$272K 0.29%
3,500
69
$267K 0.28%
6,260
-256
70
$266K 0.28%
3,845
71
$261K 0.27%
3,700
72
$260K 0.27%
5,085
-205
73
$259K 0.27%
1,841
-105
74
$247K 0.26%
4,612
-309
75
$243K 0.26%
2,902
1 2
3
4