MFG
Merit Financial Group Portfolio holdings
AUM
$8.96B
1-Year Return
15.48%
This Quarter Return
+7.16%
1 Year Return
+15.48%
3 Year Return
+52.66%
5 Year Return
+75.21%
10 Year Return
–
AUM
$1.02B
AUM Growth
+$64M
(+6.7%)
Cap. Flow
+$6.08M
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
66.55%
Holding
293
New
29
Increased
105
Reduced
99
Closed
18
Top Buys
Top Sells
| 1 |
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
|
$9.79M |
| 2 |
Vanguard Growth ETF
VUG
|
$7.42M |
| 3 |
ARK Innovation ETF
ARKK
|
$2.98M |
| 4 |
iShares Emerging Markets Dividend ETF
DVYE
|
$2.78M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.25M |
Sector Composition
| 1 | Technology | 4.22% |
| 2 | Consumer Discretionary | 2.46% |
| 3 | Consumer Staples | 2.2% |
| 4 | Healthcare | 1.86% |
| 5 | Financials | 1.81% |
