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
$145M
AUM Growth
-$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$283K
2
+$274K
3
+$211K
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$211K
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$203K

Top Sells

1
+$795K
2
+$443K
3
+$295K
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$275K
5
CMCSA icon
Comcast
CMCSA
+$270K

Sector Composition

1 Technology 5.03%
2 Healthcare 2.77%
3 Consumer Discretionary 1.44%
4 Financials 1.11%
5 Industrials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,644
127
– –
-774
128
– –
-12,094
129
– –
-3,116
2 3 4 5
6