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
$2.76B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.9M
3
+$14.1M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$13.3M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$14.9M
2
+$9.76M
3
+$8.38M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$6.08M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$5.58M

Sector Composition

1 Industrials 7.2%
2 Technology 5.5%
3 Financials 2.83%
4 Healthcare 2.62%
5 Consumer Discretionary 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
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