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
$149M
AUM Growth
+$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$532K
2
+$523K
3
+$508K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$481K
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$296K

Top Sells

1
+$751K
2
+$347K
3
+$311K
4
KMB icon
Kimberly-Clark
KMB
+$203K
5
EXC icon
Exelon
EXC
+$124K

Sector Composition

1 Technology 9.05%
2 Financials 6.44%
3 Healthcare 6.17%
4 Communication Services 5.21%
5 Utilities 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.82%
6,746
+8
27
$1.16M 0.78%
15,863
28
$1.15M 0.77%
7,163
-26
29
$1.14M 0.77%
21,817
+81
30
$1.11M 0.74%
18,049
+310
31
$1.09M 0.73%
34,124
32
$1.08M 0.73%
10,739
-6
33
$1.07M 0.72%
4,561
-14
34
$983K 0.66%
4,356
35
$978K 0.66%
11,765
+13
36
$966K 0.65%
4,119
+65
37
$876K 0.59%
2,171
+40
38
$810K 0.54%
37,616
+892
39
$789K 0.53%
5,864
+200
40
$778K 0.52%
1,340
-114
41
$742K 0.5%
2,829
+81
42
$742K 0.5%
3,386
+68
43
$723K 0.49%
35,298
+1,347
44
$713K 0.48%
3,302
+127
45
$689K 0.46%
4,200
46
$677K 0.45%
1,880
-17
47
$664K 0.45%
4,461
+44
48
$639K 0.43%
1,399
-15
49
$636K 0.43%
2,487
+84
50
$634K 0.43%
11,248
+529
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2
3 4