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
$103M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$581K
2
+$454K
3
+$315K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$283K
5
CYTK icon
Cytokinetics
CYTK
+$267K

Top Sells

1
+$240K
2
+$201K
3
+$200K
4
MRK icon
Merck
MRK
+$109K
5
WM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$426K 0.41%
16,112
+695
52
$412K 0.4%
2,729
+100
53
$409K 0.4%
8,265
54
$387K 0.38%
5,863
55
$385K 0.37%
1,375
-27
56
$368K 0.36%
9,472
+1,286
57
$365K 0.35%
4,340
+699
58
$361K 0.35%
2,209
59
$356K 0.35%
4,825
+30
60
$349K 0.34%
4,882
+65
61
$346K 0.34%
4,976
+1,695
62
$346K 0.34%
8,096
+202
63
$339K 0.33%
2,279
64
$329K 0.32%
3,160
-200
65
$322K 0.31%
5,409
66
$310K 0.3%
3,169
-3
67
$298K 0.29%
4,400
+700
68
$293K 0.29%
6,714
+454
69
$290K 0.28%
3,600
+100
70
$283K 0.27%
991
+10
71
$282K 0.27%
3,845
72
$280K 0.27%
5,085
73
$274K 0.27%
2,644
+64
74
$274K 0.27%
5,405
+1,330
75
$270K 0.26%
2,556
1 2
3
4