MFP
Meridian Financial Partners Portfolio holdings
AUM
$213M
1-Year Return
13.74%
This Quarter Return
+0.73%
1 Year Return
+13.74%
3 Year Return
+47.22%
5 Year Return
+67.55%
10 Year Return
–
AUM
$89.1M
AUM Growth
-$332K
(-0.37%)
Cap. Flow
+$2.08M
Cap. Flow
% of AUM
2.33%
Top 10 Holdings %
Top 10 Hldgs %
73.68%
Holding
51
New
1
Increased
37
Reduced
9
Closed
2
Top Buys
Top Sells
| 1 |
Home Depot
HD
|
$691K |
| 2 |
Applied Materials
AMAT
|
$307K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$252K |
| 4 |
Exxon Mobil
XOM
|
$62.4K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Home Depot
HD
$410B
| – | – |
-3,267
| Closed | -$691K |
|