MFG

Merit Financial Group Portfolio holdings

AUM $12.5B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.15B
AUM Growth
+$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$189M
3
+$130M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$125M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$117M

Top Sells

1
+$9.19M
2
+$6.72M
3
+$4.34M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$2.8M
5
ARKK icon
ARK Innovation ETF
ARKK
+$2.36M

Sector Composition

1 Industrials 13.33%
2 Financials 6.79%
3 Technology 4.25%
4 Consumer Discretionary 3.45%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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