MF
Meridian Financial Portfolio holdings
AUM
$155M
This Quarter Return
+7.13%
1 Year Return
+9.78%
3 Year Return
+41.48%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+5.3%)
Cap. Flow
+$5M
Cap. Flow
% of AUM
3.74%
Top 10 Holdings %
Top 10 Hldgs %
45.5%
Holding
123
New
9
Increased
58
Reduced
28
Closed
2
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.71M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$714K |
| 3 |
Invesco S&P 500 Quality ETF
SPHQ
|
$404K |
| 4 |
iShares US Healthcare Providers ETF
IHF
|
$355K |
| 5 |
NVIDIA
NVDA
|
$334K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$5.88M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$393K |
| 3 |
Abbott
ABT
|
$204K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$91.5K |
| 5 |
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% |
