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
476
$1.14M 0.02%
27,202
+5,874
477
$1.13M 0.02%
25,429
-2,950
478
$1.12M 0.02%
24,764
+162
479
$1.12M 0.02%
39,130
-114
480
$1.12M 0.02%
44,962
-6,636
481
$1.11M 0.02%
7,936
+4,026
482
$1.11M 0.02%
9,125
-3,211
483
$1.11M 0.02%
+12,581
484
$1.1M 0.02%
12,181
485
$1.09M 0.02%
4,922
+2,508
486
$1.09M 0.02%
4,386
-1,061
487
$1.07M 0.02%
+13,131
488
$1.07M 0.02%
22,835
-262
489
$1.06M 0.02%
42,414
+26,117
490
$1.06M 0.02%
8,008
-145
491
$1.06M 0.02%
11,305
-37
492
$1.05M 0.02%
6,944
+5,039
493
$1.05M 0.02%
10,791
+1,010
494
$1.05M 0.02%
9,930
+3,272
495
$1.04M 0.02%
46,400
+33,900
496
$1.04M 0.02%
9,432
+3,443
497
$1.04M 0.02%
8,645
+705
498
$1.04M 0.02%
9,851
+7,412
499
$1.04M 0.02%
+16,016
500
$1.04M 0.02%
10,325
-1,629
18 19
20
21 22