MM

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
$315M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$4.02M
3
+$2.07M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$1.27M
5
TPL icon
Texas Pacific Land
TPL
+$1.15M

Top Sells

1
+$10.3M
2
+$4.42M
3
+$2.42M
4
NVDA icon
NVIDIA
NVDA
+$2.37M
5
ETSY icon
Etsy
ETSY
+$2.1M

Sector Composition

1 Technology 9.87%
2 Financials 6.07%
3 Consumer Discretionary 4.59%
4 Industrials 4.32%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$269K 0.09%
+3,255
77
$227K 0.07%
+4,838
78
$227K 0.07%
12,736
-2,973
79
$226K 0.07%
+910
80
$224K 0.07%
+3,374
81
$218K 0.07%
+1,230
82
$200K 0.06%
2,286
-49,392
83
$196K 0.06%
+15,000
84
$9K ﹤0.01%
+1,956
85
– –
-9,567
86
– –
-11,100
1 2 3
4