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
$134M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$714K
2
+$404K
3
+$334K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$331K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$304K

Top Sells

1
+$5.88M
2
+$393K
3
+$204K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$91.5K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$73.7K

Sector Composition

1 Technology 5.8%
2 Healthcare 3.89%
3 Consumer Discretionary 1.63%
4 Financials 1.32%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$505K 0.38%
6,326
-299
52
$501K 0.37%
3,170
53
$496K 0.37%
3,260
54
$491K 0.37%
2,359
-120
55
$474K 0.35%
15,455
+24
56
$456K 0.34%
1,001
57
$451K 0.34%
1,311
+39
58
$444K 0.33%
8,140
59
$434K 0.32%
3,587
+250
60
$430K 0.32%
5,663
61
$424K 0.32%
1,502
62
$411K 0.31%
5,978
+1
63
$403K 0.3%
839
+21
64
$402K 0.3%
3,500
+1,060
65
$390K 0.29%
7,694
+1,686
66
$388K 0.29%
2,460
+1
67
$372K 0.28%
2,296
+1
68
$369K 0.28%
5,485
69
$366K 0.27%
4,587
-321
70
$359K 0.27%
8,553
-415
71
$359K 0.27%
5,118
-882
72
$355K 0.26%
991
73
$353K 0.26%
2,800
74
$348K 0.26%
1,824
75
$345K 0.26%
7,183
-202
1 2
3
4 5