MFG
Merit Financial Group Portfolio holdings
AUM
$8.96B
1-Year Return
15.48%
This Quarter Return
+10.62%
1 Year Return
+15.48%
3 Year Return
+52.66%
5 Year Return
+75.21%
10 Year Return
–
AUM
$820M
AUM Growth
+$155M
(+23%)
Cap. Flow
+$91.6M
Cap. Flow
% of AUM
11.17%
Top 10 Holdings %
Top 10 Hldgs %
90.15%
Holding
138
New
28
Increased
58
Reduced
22
Closed
22
Top Buys
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$74.3M |
| 2 |
Vanguard Total Bond Market
BND
|
$6.86M |
| 3 |
WBIA
WBI BullBear Rising Income 2000 ETF
WBIA
|
$5.31M |
| 4 |
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
|
$2.74M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$2.28M |
Sector Composition
| 1 | Technology | 0.74% |
| 2 | Communication Services | 0.63% |
| 3 | Industrials | 0.62% |
| 4 | Consumer Discretionary | 0.53% |
| 5 | Financials | 0.42% |
