MFP

Meridian Financial Partners Portfolio holdings

AUM $263M
1-Year Est. Return 22.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$1.23M
3
+$890K
4
DHR icon
Danaher
DHR
+$870K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$408K

Top Sells

1
+$653K
2
+$431K
3
+$424K
4
VABK icon
Virginia National Bankshares
VABK
+$305K
5
ORCL icon
Oracle
ORCL
+$204K

Sector Composition

1 Technology 15.32%
2 Financials 6.6%
3 Communication Services 3.92%
4 Industrials 3.27%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.88%
13,823
+44
27
$2.04M 0.85%
24,302
+171
28
$2.04M 0.85%
7,051
-800
29
$1.95M 0.81%
12,918
+126
30
$1.83M 0.76%
5,971
+128
31
$1.75M 0.73%
5,763
+2
32
$1.73M 0.72%
13,829
+164
33
$1.71M 0.71%
9,995
+35
34
$1.54M 0.64%
5,532
+100
35
$1.52M 0.63%
84,576
+50,396
36
$1.49M 0.62%
7,027
+86
37
$1.4M 0.58%
3,186
+5
38
$1.32M 0.55%
31,983
+1,015
39
$1.32M 0.55%
6,943
-3,812
40
$1.29M 0.54%
79,366
-108
41
$1.28M 0.53%
28,346
-4,421
42
$1.25M 0.52%
26,606
+556
43
$1.2M 0.5%
13,910
-395
44
$1.2M 0.5%
18,169
-577
45
$1.17M 0.49%
4,859
+176
46
$1.13M 0.47%
4,846
+43
47
$1.12M 0.47%
2,153
+67
48
$1.1M 0.46%
5,587
+44
49
$1.09M 0.45%
2,456
-44
50
$1.09M 0.45%
57,619
1
2
3 4 5