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
$150M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$276K
2
+$262K
3
+$238K
4
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$227K
5
ABBV icon
AbbVie
ABBV
+$227K

Top Sells

1
+$217K
2
+$208K
3
+$99.7K
4
AAPL icon
Apple
AAPL
+$86.9K
5
VZ icon
Verizon
VZ
+$46.8K

Sector Composition

1 Technology 5.53%
2 Healthcare 3.27%
3 Consumer Discretionary 1.49%
4 Industrials 1.2%
5 Communication Services 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$582K 0.39%
12,025
-199
52
$579K 0.39%
1,507
53
$575K 0.38%
2,771
54
$567K 0.38%
4,063
+400
55
$545K 0.36%
3,260
56
$533K 0.36%
2,359
57
$527K 0.35%
9,816
+4,128
58
$514K 0.34%
3,170
59
$505K 0.34%
3,942
+225
60
$499K 0.33%
6,792
+812
61
$492K 0.33%
15,489
+10
62
$486K 0.32%
5,289
+435
63
$458K 0.31%
1,502
64
$453K 0.3%
7,940
-200
65
$450K 0.3%
5,663
66
$443K 0.3%
3,644
-156
67
$423K 0.28%
6,731
+253
68
$422K 0.28%
3,197
+1,036
69
$417K 0.28%
4,627
70
$404K 0.27%
2,330
-50
71
$403K 0.27%
1,824
72
$385K 0.26%
4,603
73
$384K 0.26%
3,169
74
$379K 0.25%
2,800
75
$379K 0.25%
3,150
-50
1 2
3
4 5