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
426
$1.39M 0.02%
6,201
+4,571
427
$1.38M 0.02%
21,580
-442
428
$1.35M 0.02%
5,797
+1,863
429
$1.34M 0.02%
+6,488
430
$1.34M 0.02%
66,736
+12,312
431
$1.34M 0.02%
15,882
+10,005
432
$1.33M 0.02%
+10,123
433
$1.33M 0.02%
72,428
+6,305
434
$1.32M 0.02%
+7,139
435
$1.32M 0.02%
11,108
-3,449
436
$1.31M 0.02%
49,084
+8,353
437
$1.31M 0.02%
66,992
+34,105
438
$1.31M 0.02%
12,178
+3,453
439
$1.3M 0.02%
24,564
+4,154
440
$1.29M 0.02%
31,576
+37
441
$1.29M 0.02%
34,075
+6,258
442
$1.28M 0.02%
11,021
+2,584
443
$1.28M 0.02%
51,942
-1,526
444
$1.27M 0.02%
+10,259
445
$1.26M 0.02%
13,714
+7,918
446
$1.26M 0.02%
3,418
+192
447
$1.26M 0.02%
6,874
+4,459
448
$1.26M 0.02%
+17,312
449
$1.26M 0.02%
11,417
-200
450
$1.25M 0.02%
9,574
+2,002
16 17
18
19 20