MFP

Meridian Financial Partners Portfolio holdings

AUM $241M
1-Year Est. Return 15.8%
This Quarter Est. Return
1 Year Est. Return
+15.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.63M
3
+$7.02M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$5.21M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.69M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.63%
2 Communication Services 5.3%
3 Technology 4.8%
4 Healthcare 4.71%
5 Industrials 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$470K 0.63%
+13,805
27
$465K 0.63%
+4,278
28
$455K 0.61%
+6,791
29
$450K 0.61%
+9,957
30
$444K 0.6%
+6,096
31
$443K 0.6%
+8,560
32
$422K 0.57%
+5,900
33
$416K 0.56%
+3,009
34
$404K 0.54%
+3,655
35
$399K 0.54%
+3,045
36
$380K 0.51%
+17,625
37
$376K 0.51%
+8,648
38
$356K 0.48%
+1,429
39
$349K 0.47%
+4,148
40
$345K 0.46%
+4,200
41
$299K 0.4%
+4,374
42
$287K 0.39%
+3,322
43
$280K 0.38%
+5,385
44
$276K 0.37%
+160
45
$271K 0.36%
+5,940
46
$261K 0.35%
+1,517
47
$260K 0.35%
+2,815
48
$237K 0.32%
+2,430
49
$234K 0.32%
+11,343
50
$207K 0.28%
+6,320
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