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
276
$2.98M 0.05%
33,018
-743
277
$2.98M 0.05%
+59,732
278
$2.96M 0.05%
49,516
-8,515
279
$2.95M 0.05%
33,078
+3,671
280
$2.94M 0.05%
23,695
+8,834
281
$2.92M 0.05%
259,520
-1,249
282
$2.91M 0.05%
7,750
-20
283
$2.88M 0.05%
87,892
-18,434
284
$2.87M 0.05%
+91,297
285
$2.86M 0.05%
41,867
+4,656
286
$2.85M 0.05%
77,466
+10,893
287
$2.83M 0.05%
64,202
+14,309
288
$2.8M 0.05%
+84,302
289
$2.8M 0.05%
8,642
+683
290
$2.8M 0.05%
4,916
+198
291
$2.79M 0.05%
30,640
+8,114
292
$2.78M 0.05%
28,077
+9,068
293
$2.74M 0.05%
+54,663
294
$2.74M 0.05%
21,163
+18,801
295
$2.73M 0.05%
81,997
-2,587
296
$2.72M 0.05%
47,501
-12,621
297
$2.71M 0.05%
44,996
+7,740
298
$2.71M 0.05%
77,490
+7,590
299
$2.68M 0.05%
24,242
+14,174
300
$2.65M 0.05%
61,341
-18,644
10 11
12
13 14