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Meridian Management Portfolio holdings

AUM $404M
1-Year Est. Return 13.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$61.6M
2
+$2.83M
3
+$2.23M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.33M

Top Sells

1
+$2.5M
2
+$2.41M
3
+$2.38M
4
XOM icon
Exxon Mobil
XOM
+$1.6M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$997K

Sector Composition

1 Financials 11.17%
2 Healthcare 7.68%
3 Technology 6.22%
4 Industrials 4.24%
5 Consumer Staples 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-38,594
77
– –
-39,191
1 2 3
4