MFP

Meridian Financial Partners Portfolio holdings

AUM $241M
1-Year Est. Return 15.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.6M
AUM Growth
-$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$1.35M
3
+$522K
4
TWLO icon
Twilio
TWLO
+$457K
5
STZ icon
Constellation Brands
STZ
+$383K

Top Sells

1
+$6.04M
2
+$334K
3
+$318K
4
TFC icon
Truist Financial
TFC
+$263K
5
BA icon
Boeing
BA
+$232K

Sector Composition

1 Financials 6.6%
2 Technology 5.67%
3 Healthcare 5.11%
4 Communication Services 3.75%
5 Utilities 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-701
52
– –
-1,438
53
– –
-4,737
54
– –
-3,411
55
– –
-5,980
1 2
3