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
$95M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$493K
2
+$359K
3
+$299K
4
SYK icon
Stryker
SYK
+$240K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$226K

Top Sells

1
+$212K
2
+$90K
3
+$84K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$57.7K
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$49.4K

Sector Composition

1 Healthcare 4.17%
2 Technology 4.11%
3 Industrials 1.45%
4 Consumer Discretionary 1.36%
5 Communication Services 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.93M 8.35%
158,223
+9,828
2
$7.12M 7.5%
282,690
+4,515
3
$6.11M 6.44%
64,586
+47
4
$5.76M 6.06%
14,984
-37
5
$5.69M 5.99%
117,570
-335
6
$4.36M 4.59%
87,259
+1,474
7
$3.61M 3.8%
17,707
+247
8
$3.45M 3.63%
12,951
-338
9
$2.58M 2.71%
14,034
+79
10
$2.13M 2.24%
19,204
+3,238
11
$1.8M 1.9%
40,095
+305
12
$1.68M 1.77%
9,339
-321
13
$1.63M 1.72%
13,030
+86
14
$1.6M 1.68%
10,516
15
$1.55M 1.63%
3,503
16
$1.54M 1.62%
6,401
-163
17
$1.5M 1.58%
10,588
+1,204
18
$1.38M 1.45%
22,853
+108
19
$1.35M 1.42%
59,566
+1,840
20
$1.27M 1.34%
9,789
-80
21
$1.17M 1.23%
3,054
22
$1.15M 1.21%
27,967
+350
23
$1.1M 1.16%
5,492
-145
24
$1.01M 1.06%
9,232
+160
25
$959K 1.01%
18,928
-199
1
2 3 4