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
$89.4M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$243K
2 +$99.5K
3 +$50.5K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$34.1K
5
BMY icon
Bristol-Myers Squibb
BMY
+$29.4K

Top Sells

1 +$409K
2 +$340K
3 +$231K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$84.4K
5
FBSS
Fauquier Bankshares Inc
FBSS
+$74.6K

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