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
176
$5.23M 0.09%
178,947
+634
177
$5.18M 0.09%
43,901
+178
178
$5.18M 0.09%
23,096
+913
179
$5.13M 0.09%
+159,890
180
$5.12M 0.09%
9,851
+3,470
181
$5.12M 0.09%
86,808
+2,754
182
$5.07M 0.09%
30,427
+4,298
183
$5.06M 0.09%
48,942
+9,420
184
$5.05M 0.09%
32,579
+9
185
$5M 0.09%
14,212
+9,661
186
$4.99M 0.09%
12,414
+5,122
187
$4.98M 0.09%
60,532
+18,809
188
$4.97M 0.09%
1,000
+276
189
$4.91M 0.09%
26,996
+24,770
190
$4.91M 0.09%
+48,725
191
$4.87M 0.09%
65,738
+27,980
192
$4.86M 0.09%
18,643
+4,447
193
$4.8M 0.09%
46,945
+7,570
194
$4.8M 0.09%
96,059
+89,862
195
$4.76M 0.09%
19,293
+2,436
196
$4.75M 0.09%
56,478
+38,653
197
$4.65M 0.08%
36,120
+10,105
198
$4.63M 0.08%
7,445
+442
199
$4.58M 0.08%
20,825
+3,544
200
$4.57M 0.08%
28,122
+9,610
6 7
8
9 10