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
$148M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$1.84M
3
+$696K
4
ABBV icon
AbbVie
ABBV
+$682K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$607K

Top Sells

1
+$15.2M
2
+$810K
3
+$307K
4
EXC icon
Exelon
EXC
+$283K
5
ATVI
Activision Blizzard
ATVI
+$254K

Sector Composition

1 Technology 13.77%
2 Healthcare 6.94%
3 Financials 6.72%
4 Communication Services 5.1%
5 Consumer Staples 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.95%
17,330
+908
27
$1.35M 0.91%
9,960
+100
28
$1.27M 0.86%
12,275
+510
29
$1.18M 0.8%
5,042
+481
30
$1.17M 0.79%
11,419
+680
31
$1.16M 0.79%
23,102
+1,285
32
$1.14M 0.77%
14,450
-1,413
33
$1.13M 0.76%
7,557
+394
34
$1.09M 0.74%
18,953
+904
35
$1.07M 0.73%
2,321
+150
36
$994K 0.67%
4,357
+1
37
$986K 0.67%
4,331
+212
38
$870K 0.59%
3,582
+196
39
$837K 0.57%
3,497
+195
40
$819K 0.55%
6,228
+364
41
$792K 0.54%
39,354
+4,056
42
$784K 0.53%
3,398
+509
43
$746K 0.5%
3,367
+1,807
44
$736K 0.5%
11,331
+83
45
$685K 0.46%
1,868
-12
46
$682K 0.46%
+5,045
47
$664K 0.45%
1,501
+102
48
$646K 0.44%
5,199
+738
49
$630K 0.43%
4,200
50
$607K 0.41%
+3,809
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