MF
Meridian Financial Portfolio holdings
AUM
$155M
This Quarter Return
+6.95%
1 Year Return
+9.78%
3 Year Return
+41.48%
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.29%
Holding
99
New
99
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$7.13M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$6.91M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.83M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$6.62M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$6.45M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.62% |
| 2 | Healthcare | 2.74% |
| 3 | Consumer Discretionary | 1.62% |
| 4 | Communication Services | 1.41% |
| 5 | Financials | 1.21% |
