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
$133M
AUM Growth
+$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$837K
3
+$762K
4
ADBE icon
Adobe
ADBE
+$722K
5
AEP icon
American Electric Power
AEP
+$718K

Top Sells

1
+$3.79M
2
+$2.97M
3
+$1.6M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$907K
5
VRTV
VERITIV CORPORATION
VRTV
+$690K

Sector Composition

1 Technology 8.63%
2 Healthcare 5.72%
3 Communication Services 5.45%
4 Utilities 3.62%
5 Financials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.8%
10,446
+292
27
$1.05M 0.79%
10,396
+962
28
$1.03M 0.78%
6,920
+172
29
$988K 0.74%
4,423
+157
30
$958K 0.72%
17,036
+1,049
31
$952K 0.72%
11,886
+20
32
$931K 0.7%
4,356
33
$860K 0.65%
11,334
+343
34
$837K 0.63%
+3,983
35
$826K 0.62%
2,082
+86
36
$761K 0.57%
3,195
+108
37
$725K 0.55%
5,485
+366
38
$722K 0.54%
+1,405
39
$718K 0.54%
+7,965
40
$716K 0.54%
9,292
+430
41
$702K 0.53%
+4,234
42
$682K 0.51%
20,883
+1,814
43
$666K 0.5%
3,020
+299
44
$663K 0.5%
2,508
-646
45
$627K 0.47%
4,200
46
$624K 0.47%
4,472
-4,026
47
$606K 0.46%
1,800
-40
48
$598K 0.45%
2,714
+183
49
$564K 0.42%
8,992
-675
50
$557K 0.42%
2,599
+292
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3