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
$89M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.69M
3
+$1.2M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$761K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$398K

Top Sells

1
+$359K
2
+$237K
3
+$233K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$140K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$126K

Sector Composition

1 Financials 6.09%
2 Healthcare 5.85%
3 Technology 5.84%
4 Communication Services 5.45%
5 Utilities 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-431
52
– –
-7,096
53
– –
-2,500
1 2
3