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
401
$1.57M 0.03%
14,933
+7,137
402
$1.57M 0.03%
21,955
-7,268
403
$1.56M 0.03%
21,664
+8,124
404
$1.54M 0.03%
4,170
+1,676
405
$1.53M 0.03%
14,003
+26
406
$1.51M 0.03%
8,623
+875
407
$1.5M 0.03%
15,991
+5,069
408
$1.5M 0.03%
14,331
+538
409
$1.5M 0.03%
+13,280
410
$1.5M 0.03%
13,059
+2,285
411
$1.49M 0.03%
35,566
+27,208
412
$1.48M 0.03%
6,603
+1,625
413
$1.48M 0.03%
25,245
-8
414
$1.48M 0.03%
48,503
+5,363
415
$1.46M 0.03%
27,792
+193
416
$1.46M 0.03%
67,248
-14,060
417
$1.45M 0.03%
3,248
+2,303
418
$1.44M 0.03%
19,004
+6,003
419
$1.43M 0.03%
10,623
+2,701
420
$1.42M 0.03%
12,458
+809
421
$1.41M 0.03%
44,205
+11,804
422
$1.41M 0.03%
83,772
423
$1.4M 0.03%
23,226
-551
424
$1.39M 0.03%
12,775
+10,299
425
$1.39M 0.03%
29,652
-486
15 16
17
18 19