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
826
$382K 0.01%
+2,118
827
$382K 0.01%
2,465
+7
828
$380K 0.01%
5,025
829
$379K 0.01%
2,315
+353
830
$376K 0.01%
7,461
+89
831
$374K 0.01%
+4,054
832
$374K 0.01%
+3,460
833
$374K 0.01%
5,683
-5,548
834
$374K 0.01%
2,781
+1,407
835
$372K 0.01%
+6,915
836
$371K 0.01%
+714
837
$371K 0.01%
70,141
+7,472
838
$370K 0.01%
2,452
+696
839
$370K 0.01%
1,132
+50
840
$369K 0.01%
2,274
+336
841
$369K 0.01%
+14,974
842
$368K 0.01%
+2,781
843
$366K 0.01%
4,784
+265
844
$365K 0.01%
+4,298
845
$363K 0.01%
+12,507
846
$362K 0.01%
3,557
+1,425
847
$362K 0.01%
+6,855
848
$362K 0.01%
4,524
-160
849
$361K 0.01%
+9,063
850
$360K 0.01%
+1,732
32 33
34
35 36