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
$89.1M
AUM Growth
-$332K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$691K
2 +$307K
3 +$252K
4
XOM icon
Exxon Mobil
XOM
+$62.4K
5
VZ icon
Verizon
VZ
+$56.6K

Sector Composition

1 Financials 8.71%
2 Technology 4.52%
3 Healthcare 4.35%
4 Communication Services 3.93%
5 Utilities 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,267