MF

Meridian Financial Portfolio holdings

AUM $183M
1-Year Est. Return 14.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$967K
3
+$530K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$396K
5
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$394K

Top Sells

1
+$326K
2
+$248K
3
+$213K
4
RDDT icon
Reddit
RDDT
+$196K
5
AAPL icon
Apple
AAPL
+$141K

Sector Composition

1 Technology 4.7%
2 Healthcare 2.1%
3 Financials 1.35%
4 Consumer Discretionary 1.14%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$449K 0.25%
8,299
+309
77
$432K 0.24%
4,632
78
$430K 0.24%
2,569
-250
79
$419K 0.24%
14,153
-1,397
80
$419K 0.24%
1,360
81
$416K 0.23%
7,957
+117
82
$401K 0.23%
4,227
83
$400K 0.23%
6,900
84
$396K 0.22%
1,302
85
$394K 0.22%
4,396
+3
86
$392K 0.22%
1,395
87
$382K 0.21%
759
88
$378K 0.21%
828
+28
89
$368K 0.21%
3,906
-125
90
$367K 0.21%
8,184
+330
91
$366K 0.21%
991
92
$365K 0.21%
4,847
-610
93
$358K 0.2%
4,672
-400
94
$341K 0.19%
13,301
+2,177
95
$327K 0.18%
780
96
$324K 0.18%
7,362
+71
97
$323K 0.18%
2,097
-68
98
$303K 0.17%
5,944
+604
99
$300K 0.17%
7,018
+694
100
$300K 0.17%
5,938
2 3
4
5 6