MF

Meridian Financial Portfolio holdings

AUM $183M
1-Year Est. Return 14.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$967K
3
+$530K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$396K
5
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$394K

Top Sells

1
+$326K
2
+$248K
3
+$213K
4
RDDT icon
Reddit
RDDT
+$196K
5
AAPL icon
Apple
AAPL
+$141K

Sector Composition

1 Technology 4.7%
2 Healthcare 2.1%
3 Financials 1.35%
4 Consumer Discretionary 1.14%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$230K 0.13%
980
127
$227K 0.13%
3,002
128
$226K 0.13%
+4,118
129
$224K 0.13%
2,627
+5
130
$224K 0.13%
+1,199
131
$223K 0.13%
+1,402
132
$222K 0.12%
9,469
133
$218K 0.12%
835
134
$217K 0.12%
2,559
135
$216K 0.12%
1,331
136
$215K 0.12%
+458
137
$213K 0.12%
3,218
+1
138
$211K 0.12%
4,265
-2,000
139
$204K 0.12%
+1,849
140
$200K 0.11%
+7,165
141
– –
-1,208
2 3 4 5
6