MFG

Merit Financial Group Portfolio holdings

AUM $6.67B
This Quarter Return
-1.56%
1 Year Return
+7.66%
3 Year Return
+18.97%
5 Year Return
+93.04%
10 Year Return
AUM
$6.67B
AUM Growth
+$1.11B
Cap. Flow
+$1.23B
Cap. Flow %
18.48%
Top 10 Hldgs %
22.65%
Holding
1,450
New
303
Increased
824
Reduced
249
Closed
54
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$4.93M0.07%
+194,825
New
+$4.93M
$4.93M0.07% 61,674
-71,706
-54%
-$5.73M
$4.87M0.07% 32,851
+272
+0.8%
+$40.4K
$4.78M0.07% 15,322
+1,110
+8%
+$346K
$4.76M0.07% 86,986
+6,325
+8%
+$346K
$4.76M0.07% 27,844
+9,475
+52%
+$1.62M
$4.73M0.07% 49,092
+367
+0.8%
+$35.3K
$4.7M0.07% 108,409
+13,465
+14%
+$584K
$4.69M0.07% 64,417
+7,279
+13%
+$530K
$4.66M0.07% 15,422
+6,355
+70%
+$1.92M
$4.65M0.07% 150,827
+139,263
+1,204%
+$4.29M
$4.54M0.07% 13,950
+6,200
+80%
+$2.02M
$4.53M0.07% 55,973
+5,050
+10%
+$409K
$4.52M0.07% 57,306
+47,643
+493%
+$3.76M
$4.52M0.07% 22,880
-216
-0.9%
-$42.7K
$4.51M0.07% 63,470
+36,001
+131%
+$2.56M
$4.5M0.07% 42,367
+4,330
+11%
+$460K
$4.48M0.07% 295,706
$4.47M0.07% 20,257
+454
+2%
+$100K
$4.46M0.07% 398,032
+114,281
+40%
+$1.28M
$4.44M0.07% 18,168
-14,033
-44%
-$3.43M
$4.43M0.07% 88,562
-7,497
-8%
-$375K
$4.41M0.07% 48,680
+15,602
+47%
+$1.41M
$4.39M0.07% 30,224
+2,102
+7%
+$305K
$4.33M0.06% 133,187
+19,653
+17%
+$639K