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
$178M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$967K
3
+$530K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$396K
5
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$394K

Top Sells

1
+$326K
2
+$248K
3
+$213K
4
RDDT icon
Reddit
RDDT
+$196K
5
AAPL icon
Apple
AAPL
+$141K

Sector Composition

1 Technology 4.7%
2 Healthcare 2.1%
3 Financials 1.35%
4 Consumer Discretionary 1.14%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$294K 0.17%
890
-50
102
$289K 0.16%
1,860
103
$289K 0.16%
+2,385
104
$283K 0.16%
4,618
+35
105
$281K 0.16%
824
+224
106
$280K 0.16%
4,411
-100
107
$277K 0.16%
5,485
108
$276K 0.16%
5,351
-2
109
$276K 0.16%
4,430
-1,227
110
$270K 0.15%
1,755
-100
111
$267K 0.15%
4,453
+265
112
$267K 0.15%
575
113
$264K 0.15%
1,700
+200
114
$264K 0.15%
5,454
+5
115
$256K 0.14%
1,105
116
$256K 0.14%
5,774
-244
117
$253K 0.14%
+3,775
118
$249K 0.14%
2,100
119
$248K 0.14%
8,343
+1,171
120
$245K 0.14%
2,177
+5
121
$242K 0.14%
1,956
122
$242K 0.14%
5,010
+100
123
$240K 0.13%
+5,362
124
$233K 0.13%
+8,375
125
$231K 0.13%
+7,254
2 3 4
5
6