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
$96.4M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$376K
3
+$297K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$232K
5
CRWD icon
CrowdStrike
CRWD
+$220K

Top Sells

1
+$3.79M
2
+$1.77M
3
+$1.06M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$581K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$563K

Sector Composition

1 Technology 5.47%
2 Healthcare 3.2%
3 Consumer Discretionary 1.39%
4 Financials 1.38%
5 Communication Services 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,888
102
– –
-1,437
1 2 3 4
5