MFG

Merit Financial Group Portfolio holdings

AUM $10.9B
1-Year Est. Return 16.29%
This Quarter Est. Return
1 Year Est. Return
+16.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.56B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,194
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$118M
3
+$34.8M
4
AAPL icon
Apple
AAPL
+$27.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$25.4M

Top Sells

1
+$78.7M
2
+$52.2M
3
+$28.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$23.9M
5
UPS icon
United Parcel Service
UPS
+$11.2M

Sector Composition

1 Technology 9.42%
2 Financials 4.86%
3 Industrials 4.62%
4 Consumer Discretionary 3.21%
5 Healthcare 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.9M 0.07%
169,574
+70,253
227
$3.88M 0.07%
+84,819
228
$3.83M 0.07%
43,814
+22,048
229
$3.82M 0.07%
20,657
+12,422
230
$3.77M 0.07%
35,986
+3,025
231
$3.77M 0.07%
31,228
+6,637
232
$3.77M 0.07%
29,258
+3,429
233
$3.69M 0.07%
17,385
+8,487
234
$3.67M 0.07%
14,457
-894
235
$3.65M 0.07%
38,971
-2,280
236
$3.62M 0.07%
34,543
+592
237
$3.59M 0.06%
8,464
+890
238
$3.56M 0.06%
36,730
+19,800
239
$3.56M 0.06%
39,383
-1,272
240
$3.55M 0.06%
32,963
+3,311
241
$3.52M 0.06%
22,889
+6,591
242
$3.5M 0.06%
75,659
+50,296
243
$3.48M 0.06%
6,664
+2,213
244
$3.45M 0.06%
57,138
+53,482
245
$3.45M 0.06%
51,405
+857
246
$3.44M 0.06%
16,365
-4,641
247
$3.44M 0.06%
176,227
-3,873
248
$3.44M 0.06%
116,127
+8,426
249
$3.42M 0.06%
63,156
-10,378
250
$3.4M 0.06%
82,055
+525
8 9
10
11 12