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
1101
$184K ﹤0.01%
12,781
+592
1102
$181K ﹤0.01%
+26,232
1103
$181K ﹤0.01%
31,574
+1,607
1104
$176K ﹤0.01%
+36,062
1105
$176K ﹤0.01%
14,464
+2,868
1106
$175K ﹤0.01%
+10,516
1107
$174K ﹤0.01%
+17,074
1108
$169K ﹤0.01%
+13,110
1109
$162K ﹤0.01%
14,497
1110
$159K ﹤0.01%
+15,309
1111
$152K ﹤0.01%
+15,960
1112
$146K ﹤0.01%
+10,342
1113
$143K ﹤0.01%
11,280
+211
1114
$138K ﹤0.01%
+13,818
1115
$137K ﹤0.01%
+11,572
1116
$132K ﹤0.01%
+11,335
1117
$128K ﹤0.01%
+14,435
1118
$127K ﹤0.01%
+37,098
1119
$127K ﹤0.01%
+13,458
1120
$126K ﹤0.01%
+11,915
1121
$125K ﹤0.01%
15,848
+1,529
1122
$119K ﹤0.01%
+11,812
1123
$112K ﹤0.01%
43,809
+9
1124
$111K ﹤0.01%
+20,889
1125
$110K ﹤0.01%
24,153
+10,907
43 44
45
46 47