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
$143M
AUM Growth
-$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$345K
2 +$304K
3 +$251K
4
AEP icon
American Electric Power
AEP
+$237K
5
KO icon
Coca-Cola
KO
+$230K

Sector Composition

1 Technology 4.39%
2 Healthcare 2.55%
3 Consumer Discretionary 1.35%
4 Financials 1.29%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-303
127
-4,318
128
-1,040