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
$127M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$411K
3
+$336K
4
VTV icon
Vanguard Value ETF
VTV
+$296K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$277K

Top Sells

1
+$437K
2
+$97.8K
3
+$32.5K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$20.4K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$19.2K

Sector Composition

1 Technology 5.56%
2 Healthcare 3.6%
3 Consumer Discretionary 1.4%
4 Communication Services 1.25%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$311K 0.24%
7,075
+139
77
$311K 0.24%
3,636
78
$307K 0.24%
583
+50
79
$306K 0.24%
6,008
+36
80
$303K 0.24%
3,815
+3
81
$298K 0.23%
1,824
-50
82
$297K 0.23%
991
83
$297K 0.23%
1,360
84
$296K 0.23%
+1,979
85
$295K 0.23%
6,726
+1,000
86
$283K 0.22%
475
+75
87
$277K 0.22%
+3,496
88
$277K 0.22%
3,289
+300
89
$272K 0.21%
5,500
90
$269K 0.21%
1,331
91
$258K 0.2%
+984
92
$255K 0.2%
11,245
+394
93
$251K 0.2%
6,121
+26
94
$250K 0.2%
+5,777
95
$249K 0.2%
1,467
+150
96
$248K 0.19%
+971
97
$245K 0.19%
4,612
98
$244K 0.19%
+418
99
$234K 0.18%
4,620
+26
100
$227K 0.18%
+2,030
1 2 3
4
5