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
$149M
AUM Growth
+$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$532K
2
+$523K
3
+$508K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$481K
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$296K

Top Sells

1
+$751K
2
+$347K
3
+$311K
4
KMB icon
Kimberly-Clark
KMB
+$203K
5
EXC icon
Exelon
EXC
+$124K

Sector Composition

1 Technology 9.05%
2 Financials 6.44%
3 Healthcare 6.17%
4 Communication Services 5.21%
5 Utilities 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$630K 0.42%
18,295
-3,587
52
$563K 0.38%
1,663
+39
53
$545K 0.37%
1,916
+332
54
$521K 0.35%
2,889
+62
55
$478K 0.32%
9,162
+170
56
$446K 0.3%
10,766
+225
57
$422K 0.28%
5,315
-53
58
$403K 0.27%
2,835
59
$356K 0.24%
10,640
+450
60
$350K 0.23%
5,838
61
$345K 0.23%
4,641
-19
62
$335K 0.22%
6,215
63
$335K 0.22%
2,136
64
$327K 0.22%
6,814
65
$317K 0.21%
16,606
+431
66
$313K 0.21%
4,941
67
$307K 0.21%
2,500
68
$296K 0.2%
+13,681
69
$295K 0.2%
+1,560
70
$277K 0.19%
5,095
71
$274K 0.18%
5,174
72
$254K 0.17%
3,390
+108
73
$229K 0.15%
+10,869
74
$217K 0.15%
+1,023
75
$215K 0.14%
+3,562
1 2
3
4