MFP

Meridian Financial Partners Portfolio holdings

AUM $213M
1-Year Est. Return 13.74%
This Quarter Est. Return
1 Year Est. Return
+13.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$975K
2
+$626K
3
+$558K
4
MSFT icon
Microsoft
MSFT
+$556K
5
JNJ icon
Johnson & Johnson
JNJ
+$515K

Top Sells

1
+$522K
2
+$470K
3
+$459K
4
TWLO icon
Twilio
TWLO
+$457K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$377K

Sector Composition

1 Technology 7.13%
2 Financials 6.99%
3 Healthcare 5.28%
4 Communication Services 4.84%
5 Utilities 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$777K 0.7%
9,509
+3,118
27
$761K 0.69%
4,428
+424
28
$752K 0.68%
6,519
+305
29
$734K 0.66%
3,869
+49
30
$710K 0.64%
9,340
+2,760
31
$691K 0.63%
12,087
+435
32
$683K 0.62%
4,232
33
$668K 0.61%
4,137
+352
34
$630K 0.57%
9,884
+541
35
$611K 0.55%
3,718
+3
36
$604K 0.55%
10,442
+3,508
37
$598K 0.54%
6,091
+298
38
$589K 0.53%
16,228
+4,744
39
$588K 0.53%
1,905
+52
40
$565K 0.51%
4,899
+1,674
41
$545K 0.49%
7,294
+3,296
42
$514K 0.47%
303
+15
43
$480K 0.43%
2,680
+324
44
$460K 0.42%
+7,599
45
$449K 0.41%
+7,618
46
$439K 0.4%
16,251
+1,909
47
$432K 0.39%
+1,660
48
$395K 0.36%
4,200
49
$391K 0.35%
+1,518
50
$364K 0.33%
+10,900
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