MF

Meridian Financial Portfolio holdings

AUM $184M
1-Year Est. Return 11.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.95%
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 Sells

1 +$209K
2 +$208K
3 +$99.3K
4
AAPL icon
Apple
AAPL
+$83.3K
5
VZ icon
Verizon
VZ
+$43.5K

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