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
$88.3M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$668K
3
+$449K
4
HD icon
Home Depot
HD
+$369K
5
DHR icon
Danaher
DHR
+$345K

Top Sells

1
+$592K
2
+$589K
3
+$531K
4
PEP icon
PepsiCo
PEP
+$404K
5
META icon
Meta Platforms (Facebook)
META
+$399K

Sector Composition

1 Financials 9.17%
2 Technology 5.04%
3 Communication Services 4.06%
4 Healthcare 3.94%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$215K 0.24%
+4,306
52
– –
-2,815
53
– –
-3,042
54
– –
-3,045
55
– –
-3,655
56
– –
-12,789
57
– –
-17,625
1 2
3