MFP

Meridian Financial Partners Portfolio holdings

AUM $253M
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.4M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$241K
2 +$99.6K
3 +$48.8K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$33K
5
BMY icon
Bristol-Myers Squibb
BMY
+$29.8K

Top Sells

1 +$395K
2 +$324K
3 +$231K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$81.5K
5
FBSS
Fauquier Bankshares Inc
FBSS
+$75.3K

Sector Composition

1 Financials 9.13%
2 Technology 4.87%
3 Healthcare 4.23%
4 Communication Services 3.96%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,685