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
626
$656K 0.01%
22,204
+638
627
$654K 0.01%
+2,658
628
$653K 0.01%
+11,927
629
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630
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631
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632
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633
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1,687
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634
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2,333
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636
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6,058
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638
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639
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1,717
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$631K 0.01%
8,339
-9,439
641
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642
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643
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644
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5,143
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645
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5,274
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646
$618K 0.01%
868
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647
$618K 0.01%
+21,538
648
$616K 0.01%
4,669
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649
$615K 0.01%
+6,799
650
$615K 0.01%
5,056
+182
24 25
26
27 28