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
126
$204K 0.14%
+8,831
127
-6,707