MFG
Merit Financial Group Portfolio holdings
AUM
$8.96B
1-Year Return
15.48%
This Quarter Return
-14.51%
1 Year Return
+15.48%
3 Year Return
+52.66%
5 Year Return
+75.21%
10 Year Return
–
AUM
$3.15B
AUM Growth
+$1.5B
(+91%)
Cap. Flow
+$1.77B
Cap. Flow
% of AUM
56.27%
Top 10 Holdings %
Top 10 Hldgs %
49.04%
Holding
601
New
215
Increased
277
Reduced
55
Closed
23
Top Buys
| 1 |
United Parcel Service
UPS
|
$238M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$164M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$122M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$117M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$115M |
Top Sells
| 1 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$8.85M |
| 2 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$6.25M |
| 3 |
Amplify Online Retail ETF
IBUY
|
$4.34M |
| 4 |
Vanguard Consumer Staples ETF
VDC
|
$2.68M |
| 5 |
ARK Innovation ETF
ARKK
|
$1.97M |
Sector Composition
| 1 | Industrials | 13.33% |
| 2 | Financials | 6.78% |
| 3 | Technology | 4.25% |
| 4 | Consumer Discretionary | 3.45% |
| 5 | Healthcare | 2.08% |
