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
801
$401K 0.01%
4,952
+1,138
802
$401K 0.01%
+6,988
803
$400K 0.01%
1,177
+523
804
$399K 0.01%
11,963
+344
805
$399K 0.01%
+5,186
806
$399K 0.01%
+6,515
807
$399K 0.01%
+378
808
$397K 0.01%
+24,404
809
$396K 0.01%
13,032
-471
810
$395K 0.01%
+4,024
811
$395K 0.01%
+21,884
812
$394K 0.01%
7,984
+2,865
813
$394K 0.01%
14,487
+7,516
814
$392K 0.01%
+2,931
815
$391K 0.01%
+2,317
816
$390K 0.01%
4,020
+884
817
$390K 0.01%
+1,732
818
$388K 0.01%
4,974
-3,018
819
$387K 0.01%
3,664
-1,494
820
$386K 0.01%
5,691
-4,409
821
$386K 0.01%
12,573
+3,986
822
$386K 0.01%
16,457
-2,149
823
$385K 0.01%
25,215
+483
824
$384K 0.01%
4,040
+259
825
$382K 0.01%
2,315
+358
31 32
33
34 35