MFG

Merit Financial Group Portfolio holdings

AUM $13.4B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$895M
AUM Growth
-$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$61.3M
2
+$9.32M
3
+$5.87M
4
SMMV icon
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
+$5.63M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$2.59M

Top Sells

1
+$78.7M
2
+$57.6M
3
+$7.6M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.86M
5
FNK icon
First Trust Mid Cap Value AlphaDEX Fund
FNK
+$2.81M

Sector Composition

1 Consumer Staples 1.74%
2 Technology 1.67%
3 Healthcare 1.13%
4 Industrials 1.13%
5 Communication Services 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
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