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
451
$1.24M 0.02%
21,103
+5,115
452
$1.24M 0.02%
1,969
+559
453
$1.24M 0.02%
3,439
+2,022
454
$1.23M 0.02%
29,073
+3,232
455
$1.23M 0.02%
5,776
+1,656
456
$1.23M 0.02%
8,231
+4,573
457
$1.22M 0.02%
44,845
-6,655
458
$1.22M 0.02%
7,502
+1,219
459
$1.22M 0.02%
3,463
+927
460
$1.22M 0.02%
3,579
+661
461
$1.22M 0.02%
13,424
+609
462
$1.21M 0.02%
5,034
+1,189
463
$1.2M 0.02%
703
+139
464
$1.19M 0.02%
5,652
+961
465
$1.19M 0.02%
20,683
-3,077
466
$1.18M 0.02%
29,597
+1,415
467
$1.18M 0.02%
13,482
+87
468
$1.17M 0.02%
4,197
+2,486
469
$1.17M 0.02%
17,666
-3
470
$1.17M 0.02%
+43,035
471
$1.17M 0.02%
6,268
+53
472
$1.16M 0.02%
29,570
+6,937
473
$1.16M 0.02%
17,108
+13,615
474
$1.15M 0.02%
3,371
+2,218
475
$1.15M 0.02%
47,227
-14,817
17 18
19
20 21