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
$138M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$550K
2
+$539K
3
+$429K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$350K
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$315K

Top Sells

1
+$225K
2
+$221K
3
+$209K
4
HD icon
Home Depot
HD
+$205K
5
V icon
Visa
V
+$201K

Sector Composition

1 Technology 6.13%
2 Healthcare 3.39%
3 Consumer Discretionary 1.56%
4 Communication Services 1.35%
5 Industrials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$340K 0.25%
7,696
+1,066
77
$339K 0.25%
1,360
78
$337K 0.24%
991
79
$329K 0.24%
5,485
80
$323K 0.23%
7,010
-173
81
$321K 0.23%
3,636
82
$321K 0.23%
788
83
$318K 0.23%
3,169
-20
84
$315K 0.23%
1,824
85
$315K 0.23%
+10,062
86
$312K 0.23%
5,068
+2
87
$311K 0.23%
3,824
+4
88
$308K 0.22%
3,584
+687
89
$305K 0.22%
7,089
+158
90
$303K 0.22%
5,900
+300
91
$299K 0.22%
1,860
-70
92
$297K 0.22%
1,853
93
$297K 0.22%
583
94
$292K 0.21%
5,688
-194
95
$291K 0.21%
1,331
96
$275K 0.2%
+2,161
97
$274K 0.2%
12,056
+40
98
$270K 0.2%
6,578
+727
99
$268K 0.19%
1,895
100
$264K 0.19%
475
1 2 3
4
5