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
$107M
AUM Growth
-$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$646K
2 +$328K
3 +$259K
4
ADBE icon
Adobe
ADBE
+$204K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$184K

Top Sells

1 +$1.75M
2 +$248K
3 +$246K
4
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$234K
5
NEE icon
NextEra Energy
NEE
+$215K

Sector Composition

1 Technology 5.05%
2 Healthcare 3.09%
3 Consumer Discretionary 1.37%
4 Communication Services 1.23%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,501