MF
Meridian Financial Portfolio holdings
AUM
$155M
This Quarter Return
+11.06%
1 Year Return
+9.78%
3 Year Return
+41.48%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+18%)
Cap. Flow
+$9.22M
Cap. Flow
% of AUM
7.25%
Top 10 Holdings %
Top 10 Hldgs %
47.45%
Holding
115
New
21
Increased
65
Reduced
16
Closed
1
Top Buys
| 1 |
Cytokinetics
CYTK
|
$501K |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$411K |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$336K |
| 4 |
Vanguard Value ETF
VTV
|
$296K |
| 5 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$277K |
Top Sells
Sector Composition
| 1 | Technology | 5.56% |
| 2 | Healthcare | 3.6% |
| 3 | Consumer Discretionary | 1.4% |
| 4 | Communication Services | 1.25% |
| 5 | Industrials | 1.19% |
