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
$150M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$276K
2
+$262K
3
+$238K
4
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$227K
5
ABBV icon
AbbVie
ABBV
+$227K

Top Sells

1
+$217K
2
+$208K
3
+$99.7K
4
AAPL icon
Apple
AAPL
+$86.9K
5
VZ icon
Verizon
VZ
+$46.8K

Sector Composition

1 Technology 5.53%
2 Healthcare 3.27%
3 Consumer Discretionary 1.49%
4 Industrials 1.2%
5 Communication Services 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$373K 0.25%
7,708
+12
77
$372K 0.25%
5,485
78
$363K 0.24%
788
79
$362K 0.24%
2,459
-1
80
$358K 0.24%
991
81
$358K 0.24%
1,360
82
$352K 0.23%
3,777
+193
83
$350K 0.23%
3,636
84
$349K 0.23%
10,512
+450
85
$347K 0.23%
3,927
+103
86
$343K 0.23%
5,067
-1
87
$341K 0.23%
583
88
$341K 0.23%
7,589
-1,043
89
$335K 0.22%
378
90
$335K 0.22%
5,900
91
$326K 0.22%
6,605
-405
92
$324K 0.22%
1,855
+2
93
$323K 0.22%
1,895
94
$320K 0.21%
7,148
+59
95
$319K 0.21%
8,406
+1,419
96
$316K 0.21%
6,980
+402
97
$294K 0.2%
1,331
98
$285K 0.19%
5,560
+910
99
$284K 0.19%
1,012
+41
100
$283K 0.19%
1,640
-220
2 3
4
5 6