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
$148M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$1.84M
3
+$696K
4
ABBV icon
AbbVie
ABBV
+$682K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$607K

Top Sells

1
+$15.2M
2
+$810K
3
+$307K
4
EXC icon
Exelon
EXC
+$283K
5
ATVI
Activision Blizzard
ATVI
+$254K

Sector Composition

1 Technology 13.77%
2 Healthcare 6.94%
3 Financials 6.72%
4 Communication Services 5.1%
5 Consumer Staples 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$584K 0.4%
1,623
-40
52
$564K 0.38%
10,541
-225
53
$534K 0.36%
2,358
+442
54
$529K 0.36%
1,025
-315
55
$527K 0.36%
34,124
56
$525K 0.36%
5,660
+345
57
$482K 0.33%
8,992
-170
58
$481K 0.33%
1,891
-938
59
$454K 0.31%
11,265
-7,030
60
$442K 0.3%
2,548
+61
61
$400K 0.27%
2,655
-180
62
$385K 0.26%
7,625
+811
63
$380K 0.26%
2,166
+30
64
$376K 0.25%
10,750
+110
65
$371K 0.25%
5,738
-100
66
$354K 0.24%
4,902
+261
67
$333K 0.23%
6,215
68
$297K 0.2%
4,941
69
$288K 0.19%
2,500
70
$287K 0.19%
5,370
+196
71
$271K 0.18%
4,595
-500
72
$262K 0.18%
12,231
-1,450
73
$256K 0.17%
+310
74
$244K 0.17%
4,007
+60
75
$243K 0.16%
11,794
-4,812
1 2
3
4