MF
Meridian Financial Portfolio holdings
AUM
$155M
This Quarter Return
+3.93%
1 Year Return
+9.78%
3 Year Return
+41.48%
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
+$103M
(+8.4%)
Cap. Flow
+$4.54M
Cap. Flow
% of AUM
4.41%
Top 10 Holdings %
Top 10 Hldgs %
49.68%
Holding
99
New
10
Increased
46
Reduced
22
Closed
3
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$581K |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$454K |
| 3 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$315K |
| 4 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$283K |
| 5 |
Cytokinetics
CYTK
|
$267K |
Top Sells
| 1 |
Invesco S&P MidCap Momentum ETF
XMMO
|
$240K |
| 2 |
Duke Energy
DUK
|
$201K |
| 3 |
Vanguard Health Care ETF
VHT
|
$200K |
| 4 |
Merck
MRK
|
$109K |
| 5 |
Waste Management
WM
|
$105K |
Sector Composition
| 1 | Technology | 4.5% |
| 2 | Healthcare | 4.19% |
| 3 | Industrials | 1.44% |
| 4 | Consumer Discretionary | 1.37% |
| 5 | Communication Services | 1.15% |
