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
$150M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$276K
2
+$262K
3
+$238K
4
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$227K
5
ABBV icon
AbbVie
ABBV
+$227K

Top Sells

1
+$217K
2
+$208K
3
+$99.7K
4
AAPL icon
Apple
AAPL
+$86.9K
5
VZ icon
Verizon
VZ
+$46.8K

Sector Composition

1 Technology 5.53%
2 Healthcare 3.27%
3 Consumer Discretionary 1.49%
4 Industrials 1.2%
5 Communication Services 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$282K 0.19%
4,612
102
$280K 0.19%
780
103
$279K 0.19%
3,302
104
$275K 0.18%
12,094
+38
105
$270K 0.18%
6,469
+2
106
$270K 0.18%
4,670
+135
107
$266K 0.18%
5,821
+15
108
$264K 0.18%
1,552
109
$258K 0.17%
985
110
$254K 0.17%
2,206
111
$248K 0.17%
900
112
$246K 0.16%
475
113
$243K 0.16%
575
114
$242K 0.16%
6,100
-1
115
$239K 0.16%
4,700
+26
116
$238K 0.16%
+7,050
117
$233K 0.16%
2,575
-26
118
$228K 0.15%
4,318
119
$227K 0.15%
+4,965
120
$227K 0.15%
+1,147
121
$224K 0.15%
+3,116
122
$221K 0.15%
+2,159
123
$218K 0.15%
774
124
$216K 0.14%
5,216
-200
125
$211K 0.14%
+10,242
2 3 4
5
6