MFG
Merit Financial Group Portfolio holdings
AUM
$8.96B
1-Year Return
15.48%
This Quarter Return
+2.84%
1 Year Return
+15.48%
3 Year Return
+52.66%
5 Year Return
+75.21%
10 Year Return
–
AUM
$956M
AUM Growth
-$78.8M
(-7.6%)
Cap. Flow
-$96.4M
Cap. Flow
% of AUM
-10.08%
Top 10 Holdings %
Top 10 Hldgs %
71.1%
Holding
244
New
32
Increased
122
Reduced
53
Closed
10
Top Buys
| 1 |
iShares Emerging Markets Dividend ETF
DVYE
|
$53M |
| 2 |
Vanguard Growth ETF
VUG
|
$24.5M |
| 3 |
Vanguard Consumer Staples ETF
VDC
|
$12.6M |
| 4 |
ARK Innovation ETF
ARKK
|
$7.22M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$6.75M |
Top Sells
Sector Composition
| 1 | Technology | 3.03% |
| 2 | Consumer Staples | 2.17% |
| 3 | Consumer Discretionary | 2.11% |
| 4 | Industrials | 1.74% |
| 5 | Financials | 1.74% |
