MFG
Merit Financial Group Portfolio holdings
AUM
$8.96B
1-Year Return
15.48%
This Quarter Return
+7.06%
1 Year Return
+15.48%
3 Year Return
+52.66%
5 Year Return
+75.21%
10 Year Return
–
AUM
$2.76B
AUM Growth
+$461M
(+20%)
Cap. Flow
+$332M
Cap. Flow
% of AUM
12.04%
Top 10 Holdings %
Top 10 Hldgs %
46.11%
Holding
724
New
148
Increased
336
Reduced
148
Closed
29
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$20M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$17.9M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$14.1M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$13.3M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$13M |
Top Sells
Sector Composition
| 1 | Industrials | 7.2% |
| 2 | Technology | 5.5% |
| 3 | Financials | 2.83% |
| 4 | Healthcare | 2.62% |
| 5 | Consumer Discretionary | 2.18% |
