MFG

Merit Financial Group Portfolio holdings

AUM $12.5B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$4.02M
3
+$3.66M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.32M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.67M

Top Sells

1
+$9.79M
2
+$7.23M
3
+$3.44M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$2.79M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.15M

Sector Composition

1 Technology 4.22%
2 Consumer Discretionary 2.46%
3 Consumer Staples 2.2%
4 Healthcare 1.86%
5 Financials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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