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
901
$320K 0.01%
+3,982
902
$318K 0.01%
64,766
+1,079
903
$318K 0.01%
10,425
-866
904
$317K 0.01%
+4,819
905
$316K 0.01%
3,731
+898
906
$316K 0.01%
+1,842
907
$316K 0.01%
+10,143
908
$316K 0.01%
11,535
-4,266
909
$315K 0.01%
+2,967
910
$315K 0.01%
+761
911
$314K 0.01%
+5,116
912
$314K 0.01%
+2,281
913
$313K 0.01%
+1,686
914
$312K 0.01%
+2,133
915
$312K 0.01%
7,363
+866
916
$309K 0.01%
+6,022
917
$307K 0.01%
+6,903
918
$306K 0.01%
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919
$305K 0.01%
5,363
+1,922
920
$305K 0.01%
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921
$304K 0.01%
+8,181
922
$302K 0.01%
9,258
+1,420
923
$302K 0.01%
9,414
-1,341
924
$301K 0.01%
+6,767
925
$301K 0.01%
+2,775
35 36
37
38 39