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
726
$504K 0.01%
+23,621
727
$503K 0.01%
+3,001
728
$502K 0.01%
2,271
+1,296
729
$500K 0.01%
20,255
-365
730
$496K 0.01%
98,516
+71,816
731
$493K 0.01%
+3,191
732
$491K 0.01%
+1,214
733
$490K 0.01%
7,298
+1,435
734
$488K 0.01%
5,113
+270
735
$487K 0.01%
+4,369
736
$487K 0.01%
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737
$486K 0.01%
7,191
738
$484K 0.01%
+2,596
739
$482K 0.01%
+1,524
740
$481K 0.01%
11,694
+33
741
$480K 0.01%
31,172
+12,383
742
$478K 0.01%
7,385
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743
$476K 0.01%
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744
$471K 0.01%
1,569
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745
$468K 0.01%
19,566
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746
$468K 0.01%
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747
$467K 0.01%
3,124
+1,936
748
$467K 0.01%
57,177
+9,652
749
$464K 0.01%
+28,440
750
$463K 0.01%
3,417
-497
28 29
30
31 32