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
951
$283K 0.01%
+1,631
952
$282K 0.01%
+2,157
953
$281K 0.01%
+7,880
954
$281K 0.01%
+1,383
955
$280K 0.01%
+8,600
956
$280K 0.01%
9,747
+143
957
$280K 0.01%
4,930
-501
958
$278K 0.01%
2,395
+902
959
$277K 0.01%
5,217
+462
960
$275K ﹤0.01%
+3,039
961
$275K ﹤0.01%
+9,896
962
$275K ﹤0.01%
+1,556
963
$273K ﹤0.01%
4,609
+630
964
$272K ﹤0.01%
+3,045
965
$271K ﹤0.01%
4,818
+179
966
$271K ﹤0.01%
+3,188
967
$271K ﹤0.01%
+4,396
968
$270K ﹤0.01%
5,344
+555
969
$269K ﹤0.01%
4,645
-499
970
$269K ﹤0.01%
+4,375
971
$268K ﹤0.01%
6,505
+810
972
$267K ﹤0.01%
+7,459
973
$264K ﹤0.01%
4,905
+271
974
$263K ﹤0.01%
+7,515
975
$263K ﹤0.01%
+1,023
37 38
39
40 41