MFG
Merit Financial Group Portfolio holdings
AUM
$8.96B
1-Year Return
15.48%
This Quarter Return
+2.28%
1 Year Return
+15.48%
3 Year Return
+52.66%
5 Year Return
+75.21%
10 Year Return
–
AUM
$4.53B
AUM Growth
+$338M
(+8.1%)
Cap. Flow
+$181M
Cap. Flow
% of AUM
4%
Top 10 Holdings %
Top 10 Hldgs %
34.33%
Holding
946
New
82
Increased
433
Reduced
350
Closed
33
Top Buys
| 1 |
iShares MBS ETF
MBB
|
+$73.7M |
| 2 |
Avantis International Small Cap Value ETF
AVDV
|
+$57.2M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
+$24.8M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
+$22.9M |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$8.98M |
Top Sells
Sector Composition
| 1 | Technology | 8.15% |
| 2 | Industrials | 5.03% |
| 3 | Financials | 4.04% |
| 4 | Consumer Discretionary | 2.86% |
| 5 | Healthcare | 2.61% |
