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
$168M
AUM Growth
+$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$5.89M
3
+$5.87M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.5M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.73M

Top Sells

1
+$4.83M
2
+$245K
3
+$239K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.3K
5
TFC icon
Truist Financial
TFC
+$21.2K

Sector Composition

1 Technology 9.11%
2 Financials 7.23%
3 Communication Services 4.82%
4 Healthcare 4.47%
5 Energy 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.95%
2,848
+127
27
$1.52M 0.9%
+9,667
28
$1.45M 0.86%
13,568
+275
29
$1.41M 0.83%
33,388
+862
30
$1.38M 0.82%
+5,795
31
$1.37M 0.82%
76,315
+3,479
32
$1.26M 0.75%
31,469
+1,909
33
$1.23M 0.73%
+84,518
34
$1.23M 0.73%
64,930
35
$1.17M 0.69%
5,432
+383
36
$1.17M 0.69%
+2,041
37
$1.16M 0.69%
+26,080
38
$1.15M 0.69%
+17,680
39
$1.13M 0.67%
+4,628
40
$1.07M 0.64%
4,331
+346
41
$1.03M 0.61%
+5,657
42
$1.02M 0.6%
35,151
-166,944
43
$1M 0.6%
5,826
44
$988K 0.59%
+37,369
45
$975K 0.58%
+32,823
46
$930K 0.55%
+15,521
47
$916K 0.54%
1,240
-20
48
$838K 0.5%
+11,113
49
$821K 0.49%
3,293
-30
50
$816K 0.48%
5,484
+284
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2
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