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
$95M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$493K
2
+$359K
3
+$299K
4
SYK icon
Stryker
SYK
+$240K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$226K

Top Sells

1
+$212K
2
+$90K
3
+$84K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$57.7K
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$49.4K

Sector Composition

1 Healthcare 4.17%
2 Technology 4.11%
3 Industrials 1.45%
4 Consumer Discretionary 1.36%
5 Communication Services 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$241K 0.25%
1,331
77
$240K 0.25%
3,190
-100
78
$240K 0.25%
+981
79
$237K 0.25%
1,360
80
$235K 0.25%
1,301
81
$234K 0.25%
3,281
82
$231K 0.24%
2,575
83
$228K 0.24%
2,580
84
$226K 0.24%
+2,300
85
$220K 0.23%
+1,030
86
$217K 0.23%
9,795
-1,213
87
$203K 0.21%
+4,075
88
$201K 0.21%
+1,956
89
$200K 0.21%
+808
90
– –
-2
91
– –
-8,207
1 2 3
4