MFG
Merit Financial Group Portfolio holdings
AUM
$8.96B
This Quarter Return
-1.77%
1 Year Return
+15.48%
3 Year Return
+52.66%
5 Year Return
+75.21%
10 Year Return
–
AUM
$955M
AUM Growth
+$955M
(-10%)
Cap. Flow
-$84.4M
Cap. Flow
% of AUM
-8.83%
Top 10 Holdings %
Top 10 Hldgs %
67.01%
Holding
276
New
13
Increased
132
Reduced
61
Closed
12
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$109M |
| 2 |
Vanguard Growth ETF
VUG
|
$8.1M |
| 3 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$5.54M |
| 4 |
ARK Innovation ETF
ARKK
|
$4.07M |
| 5 |
NVIDIA
NVDA
|
$1.81M |
Top Sells
Sector Composition
| 1 | Technology | 3.93% |
| 2 | Consumer Discretionary | 2.32% |
| 3 | Consumer Staples | 2.18% |
| 4 | Financials | 1.91% |
| 5 | Industrials | 1.77% |
