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
876
$343K 0.01%
+39,585
877
$340K 0.01%
2,192
+349
878
$339K 0.01%
6,724
879
$339K 0.01%
+7,204
880
$338K 0.01%
3,185
-146
881
$338K 0.01%
+8,536
882
$337K 0.01%
+1,182
883
$336K 0.01%
+16,672
884
$333K 0.01%
+8,232
885
$333K 0.01%
6,878
+871
886
$333K 0.01%
5,113
-79
887
$333K 0.01%
17,989
+1,601
888
$331K 0.01%
+4,474
889
$330K 0.01%
+1,134
890
$329K 0.01%
12,619
+2,989
891
$328K 0.01%
+3,619
892
$328K 0.01%
+4,496
893
$327K 0.01%
+9,458
894
$326K 0.01%
+34,927
895
$325K 0.01%
+1,561
896
$323K 0.01%
5,545
+145
897
$322K 0.01%
+1,298
898
$322K 0.01%
7,209
-3,082
899
$322K 0.01%
+1,740
900
$322K 0.01%
+6,676
34 35
36
37 38