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
$134M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$714K
2
+$404K
3
+$334K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$331K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$304K

Top Sells

1
+$5.88M
2
+$393K
3
+$204K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$91.5K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$73.7K

Sector Composition

1 Technology 5.8%
2 Healthcare 3.89%
3 Consumer Discretionary 1.63%
4 Financials 1.32%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$338K 0.25%
3,636
77
$334K 0.25%
+3,700
78
$332K 0.25%
4,627
-299
79
$332K 0.25%
2,539
+15
80
$331K 0.25%
+788
81
$329K 0.25%
3,607
+111
82
$326K 0.24%
1,360
83
$325K 0.24%
418
84
$321K 0.24%
5,066
85
$311K 0.23%
3,820
+5
86
$311K 0.23%
971
87
$311K 0.23%
3,189
-100
88
$304K 0.23%
+5,882
89
$302K 0.23%
5,600
+100
90
$302K 0.23%
1,853
-126
91
$301K 0.22%
6,931
-144
92
$297K 0.22%
1,331
93
$295K 0.22%
6,630
+509
94
$292K 0.22%
6,606
+1
95
$288K 0.22%
583
96
$280K 0.21%
6,464
-262
97
$273K 0.2%
12,016
+771
98
$264K 0.2%
985
+1
99
$260K 0.19%
4,612
100
$259K 0.19%
5,792
+15
1 2 3
4
5