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
$820M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$84.3M
2
+$44.9M
3
+$14.3M
4
CSM icon
ProShares Large Cap Core Plus
CSM
+$8.43M
5
VUG icon
Vanguard Growth ETF
VUG
+$8.03M

Top Sells

1
+$74.3M
2
+$6.86M
3
+$5.3M
4
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$2.74M
5
VOO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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128
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129
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130
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-6,181
131
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132
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-4,686
133
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-1,776
134
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-23,490
135
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-16,589
136
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-25,205
137
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-130,195
138
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-235,649
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