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
976
$263K ﹤0.01%
+11,186
977
$263K ﹤0.01%
+8,540
978
$263K ﹤0.01%
+2,108
979
$262K ﹤0.01%
+4,095
980
$260K ﹤0.01%
+1,267
981
$260K ﹤0.01%
+2,406
982
$258K ﹤0.01%
+1,433
983
$258K ﹤0.01%
5,898
+9
984
$258K ﹤0.01%
+8,209
985
$257K ﹤0.01%
+7,658
986
$257K ﹤0.01%
+10,055
987
$256K ﹤0.01%
+2,407
988
$256K ﹤0.01%
+1,950
989
$256K ﹤0.01%
2,971
+740
990
$255K ﹤0.01%
15,066
+2,578
991
$255K ﹤0.01%
13,767
+437
992
$255K ﹤0.01%
+3,080
993
$254K ﹤0.01%
2,000
+116
994
$254K ﹤0.01%
+1,192
995
$254K ﹤0.01%
2,130
-1,048
996
$254K ﹤0.01%
+7,956
997
$254K ﹤0.01%
9,378
-530
998
$253K ﹤0.01%
+5,894
999
$253K ﹤0.01%
+1,481
1000
$253K ﹤0.01%
+1,205
38 39
40
41 42