MF

Meridian Financial Portfolio holdings

AUM $183M
1-Year Est. Return 14.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$967K
3
+$530K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$396K
5
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$394K

Top Sells

1
+$326K
2
+$248K
3
+$213K
4
RDDT icon
Reddit
RDDT
+$196K
5
AAPL icon
Apple
AAPL
+$141K

Sector Composition

1 Technology 4.7%
2 Healthcare 2.1%
3 Financials 1.35%
4 Consumer Discretionary 1.14%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$732K 0.41%
6,974
-208
52
$729K 0.41%
31,300
+12,961
53
$672K 0.38%
4,769
+170
54
$664K 0.37%
4,712
+22
55
$600K 0.34%
2,465
-50
56
$599K 0.34%
10,499
+5,619
57
$592K 0.33%
17,601
+1,815
58
$584K 0.33%
4,128
-361
59
$583K 0.33%
4,300
-418
60
$575K 0.32%
9,590
-1,797
61
$568K 0.32%
2,571
62
$543K 0.31%
3,901
-901
63
$530K 0.3%
+20,700
64
$527K 0.3%
9,779
+866
65
$524K 0.3%
2,278
-961
66
$513K 0.29%
5,354
-590
67
$513K 0.29%
2,109
+30
68
$502K 0.28%
1,779
69
$490K 0.28%
12,192
-315
70
$482K 0.27%
982
71
$481K 0.27%
5,763
72
$477K 0.27%
12,774
+1,060
73
$473K 0.27%
3,500
+350
74
$463K 0.26%
928
75
$459K 0.26%
2,473
-143
1 2
3
4 5