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
576
$759K 0.01%
+12,535
577
$755K 0.01%
11,714
-4,583
578
$754K 0.01%
+3,052
579
$754K 0.01%
3,909
+1,724
580
$753K 0.01%
+5,982
581
$752K 0.01%
20,464
+703
582
$749K 0.01%
11,829
-3,916
583
$748K 0.01%
23,801
+58
584
$745K 0.01%
9,772
+1,569
585
$744K 0.01%
7,393
+4,743
586
$744K 0.01%
16,569
-54
587
$743K 0.01%
8,758
-1
588
$739K 0.01%
583
+88
589
$736K 0.01%
+12,728
590
$734K 0.01%
28,031
-3,741
591
$733K 0.01%
11,986
+2,669
592
$731K 0.01%
15,422
+37
593
$730K 0.01%
36,138
-5,354
594
$730K 0.01%
12,857
-2,879
595
$730K 0.01%
+6,422
596
$726K 0.01%
11,452
-1,714
597
$726K 0.01%
+2,983
598
$726K 0.01%
17,990
-1,439
599
$725K 0.01%
11,937
+203
600
$725K 0.01%
+16,889
22 23
24
25 26