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
$129M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$599K
2
+$440K
3
+$286K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$270K
5
CSCO icon
Cisco
CSCO
+$230K

Top Sells

1
+$693K
2
+$542K
3
+$323K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$313K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$268K

Sector Composition

1 Technology 6.93%
2 Financials 6.11%
3 Healthcare 5.48%
4 Communication Services 4.92%
5 Utilities 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$922K 0.71%
10,154
+66
27
$918K 0.71%
6,748
+64
28
$900K 0.7%
9,434
+548
29
$877K 0.68%
4,356
+105
30
$857K 0.66%
9,080
-300
31
$849K 0.66%
11,866
32
$843K 0.65%
4,266
-182
33
$827K 0.64%
10,991
+91
34
$770K 0.59%
3,154
+14
35
$729K 0.56%
15,987
-816
36
$702K 0.54%
3,087
+39
37
$700K 0.54%
1,996
+45
38
$690K 0.53%
30,407
+579
39
$666K 0.51%
10,059
-401
40
$637K 0.49%
5,119
-12
41
$610K 0.47%
8,862
+36
42
$608K 0.47%
4,200
43
$599K 0.46%
+2,531
44
$596K 0.46%
1,840
45
$594K 0.46%
2,721
+94
46
$586K 0.45%
19,069
-573
47
$567K 0.44%
9,667
+1,879
48
$547K 0.42%
6,951
-343
49
$500K 0.39%
3,615
+2,069
50
$485K 0.37%
2,307
+236
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