MF
Meridian Financial Portfolio holdings
AUM
$155M
This Quarter Return
+0.13%
1 Year Return
+9.78%
3 Year Return
+41.48%
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+3%)
Cap. Flow
+$4.98M
Cap. Flow
% of AUM
3.61%
Top 10 Holdings %
Top 10 Hldgs %
45.19%
Holding
125
New
4
Increased
57
Reduced
25
Closed
5
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$550K |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$539K |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$429K |
| 4 |
NVIDIA
NVDA
|
$424K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$350K |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$225K |
| 2 |
ARK Fintech Innovation ETF
ARKF
|
$221K |
| 3 |
AbbVie
ABBV
|
$209K |
| 4 |
Home Depot
HD
|
$205K |
| 5 |
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% |
