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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
$183M
AUM Growth
-$672K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$751K
2
+$640K
3
+$450K
4
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$384K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$335K

Top Sells

1
+$441K
2
+$369K
3
+$349K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$302K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$293K

Sector Composition

1 Technology 3.66%
2 Healthcare 1.86%
3 Financials 1.33%
4 Consumer Discretionary 1.03%
5 Communication Services 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JMUB icon
101
JPMorgan Municipal ETF
JMUB
$7.85B
$345K 0.19%
6,892
XLE icon
102
State Street Energy Select Sector SPDR ETF
XLE
$37.5B
$344K 0.19%
5,622
+258
SYK icon
103
Stryker
SYK
$118B
$327K 0.18%
996
ANGL icon
104
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.09B
$321K 0.18%
11,176
+490
SCZ icon
105
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.5B
$312K 0.17%
3,974
-500
GTO icon
106
Invesco Total Return Bond ETF
GTO
$2.35B
$306K 0.17%
+6,540
PPA icon
107
Invesco Aerospace & Defense ETF
PPA
$8.3B
$298K 0.16%
1,800
D icon
108
Dominion Energy
D
$60.2B
$290K 0.16%
4,698
+42
VEA icon
109
Vanguard FTSE Developed Markets ETF
VEA
$233B
$290K 0.16%
4,524
CVS icon
110
CVS Health
CVS
$129B
$290K 0.16%
4,034
AEP icon
111
American Electric Power
AEP
$70.6B
$286K 0.16%
2,185
+4
USB icon
112
US Bancorp
USB
$91.7B
$285K 0.16%
5,473
+8
NEE icon
113
NextEra Energy
NEE
$180B
$283K 0.15%
3,044
AVGO icon
114
Broadcom
AVGO
$1.79T
$279K 0.15%
903
-40
RWJ icon
115
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.94B
$278K 0.15%
5,505
XMLV icon
116
Invesco S&P MidCap Low Volatility ETF
XMLV
$732M
$278K 0.15%
4,411
RDDT icon
117
Reddit
RDDT
$33.8B
$277K 0.15%
2,059
-219
VZ icon
118
Verizon
VZ
$195B
$274K 0.15%
5,462
-1,232
BALL icon
119
Ball Corp
BALL
$15.5B
$270K 0.15%
4,560
-450
DIA icon
120
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.9B
$266K 0.15%
575
AGGY icon
121
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$877M
$256K 0.14%
5,886
+54
BAC icon
122
Bank of America
BAC
$403B
$251K 0.14%
5,151
DUK icon
123
Duke Energy
DUK
$98.3B
$250K 0.14%
1,908
PG icon
124
Procter & Gamble
PG
$355B
$246K 0.13%
1,705
-50
JEPQ icon
125
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.8B
$246K 0.13%
+4,427
2 3 4
5
6