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
$138M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$550K
2
+$539K
3
+$429K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$350K
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$315K

Top Sells

1
+$225K
2
+$221K
3
+$209K
4
HD icon
Home Depot
HD
+$205K
5
V icon
Visa
V
+$201K

Sector Composition

1 Technology 6.13%
2 Healthcare 3.39%
3 Consumer Discretionary 1.56%
4 Communication Services 1.35%
5 Industrials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$587K 0.43%
22,623
-2,370
52
$575K 0.42%
12,224
-981
53
$564K 0.41%
1,507
+196
54
$534K 0.39%
2,359
55
$471K 0.34%
15,479
+24
56
$470K 0.34%
3,663
+1,124
57
$469K 0.34%
3,800
+100
58
$468K 0.34%
1,001
59
$463K 0.34%
3,170
60
$441K 0.32%
3,717
+130
61
$428K 0.31%
4,854
+1,247
62
$427K 0.31%
8,140
63
$413K 0.3%
5,663
64
$410K 0.3%
5,980
+2
65
$392K 0.28%
2,380
+84
66
$385K 0.28%
2,460
67
$383K 0.28%
1,502
68
$383K 0.28%
6,478
+152
69
$372K 0.27%
971
70
$365K 0.26%
3,200
-300
71
$361K 0.26%
4,603
+16
72
$359K 0.26%
4,627
73
$356K 0.26%
8,632
+79
74
$342K 0.25%
378
-40
75
$341K 0.25%
2,800
1 2
3
4 5