MFP

Meridian Financial Partners Portfolio holdings

AUM $213M
1-Year Est. Return 13.74%
This Quarter Est. Return
1 Year Est. Return
+13.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$975K
2
+$626K
3
+$558K
4
MSFT icon
Microsoft
MSFT
+$556K
5
JNJ icon
Johnson & Johnson
JNJ
+$515K

Top Sells

1
+$522K
2
+$470K
3
+$459K
4
TWLO icon
Twilio
TWLO
+$457K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$377K

Sector Composition

1 Technology 7.13%
2 Financials 6.99%
3 Healthcare 5.28%
4 Communication Services 4.84%
5 Utilities 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$362K 0.33%
+16,018
52
$285K 0.26%
+11,420
53
$276K 0.25%
12,638
54
$265K 0.24%
+1,956
55
$234K 0.21%
+5,066
56
$227K 0.21%
+1,575
57
$217K 0.2%
+6,181
58
$216K 0.2%
+6,090
59
$210K 0.19%
+2,500
60
$138K 0.13%
+2,435
61
– –
-9,386
62
– –
-11,050
63
– –
-4,239
64
– –
-2,880
1 2
3