MF
Meridian Financial Portfolio holdings
AUM
$178M
1-Year Est. Return
9.5%
1 Year Est. Return
+9.5%
AUM
$155M
AUM Growth
+$12M
(+8.4%)
Holding
130
Top Buys
| 1 | +$440K | |
| 2 | +$305K | |
| 3 | +$304K | |
| 4 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$283K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$277K |
Top Sells
| 1 | +$263K | |
| 2 | +$205K | |
| 3 | +$202K | |
| 4 |
Apple
AAPL
|
+$171K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$156K |
Sector Composition
| 1 | Technology | 4.95% |
| 2 | Healthcare | 2.04% |
| 3 | Consumer Discretionary | 1.34% |
| 4 | Financials | 1.28% |
| 5 | Industrials | 1.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Illinois Tool Works
ITW
$70.8B
| $206K | 0.13% |
835
|
|
||
127
AbbVie
ABBV
$385B
| $205K | 0.13% |
1,105
-32
|
|
||
128
Vanguard Health Care ETF
VHT
$16.1B
| – | – |
-774
|
|
||
129
UnitedHealth
UNH
$309B
| – | – |
-503
|
|
||
130
Kenvue
KVUE
$27.6B
| – | – |
-8,422
|
|