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
351
$2.02M 0.04%
33,339
+19,394
352
$2M 0.04%
12,914
+1,226
353
$2M 0.04%
31,355
+10,176
354
$1.99M 0.04%
18,761
+8,131
355
$1.99M 0.04%
4,931
+2,155
356
$1.97M 0.04%
88,745
+12,897
357
$1.96M 0.04%
26,347
-998
358
$1.95M 0.04%
10,340
-156
359
$1.94M 0.03%
27,547
+12,871
360
$1.93M 0.03%
27,469
+20,512
361
$1.91M 0.03%
24,773
+12,144
362
$1.91M 0.03%
28,914
+6,067
363
$1.9M 0.03%
+24,318
364
$1.88M 0.03%
10,000
-682
365
$1.87M 0.03%
24,568
-720
366
$1.87M 0.03%
+11,378
367
$1.87M 0.03%
23,766
+1,962
368
$1.86M 0.03%
23,270
+17,831
369
$1.86M 0.03%
20,314
+3,769
370
$1.86M 0.03%
23,475
+4,935
371
$1.82M 0.03%
19,707
+5,635
372
$1.81M 0.03%
35,479
+5,459
373
$1.81M 0.03%
31,807
-658
374
$1.8M 0.03%
2,992
+1,295
375
$1.78M 0.03%
64,984
+53,568
13 14
15
16 17