MF
Meridian Financial Portfolio holdings
AUM
$155M
This Quarter Return
-0.66%
1 Year Return
+9.78%
3 Year Return
+41.48%
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(-3.3%)
Cap. Flow
+$3.52M
Cap. Flow
% of AUM
2.43%
Top 10 Holdings %
Top 10 Hldgs %
45.61%
Holding
129
New
3
Increased
47
Reduced
58
Closed
10
Top Buys
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$795K |
| 2 |
NVIDIA
NVDA
|
$443K |
| 3 |
Microsoft
MSFT
|
$295K |
| 4 |
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
|
$275K |
| 5 |
Comcast
CMCSA
|
$270K |
Sector Composition
| 1 | Technology | 5.03% |
| 2 | Healthcare | 2.77% |
| 3 | Consumer Discretionary | 1.44% |
| 4 | Financials | 1.11% |
| 5 | Industrials | 1.07% |
