MFP

Meridian Financial Partners Portfolio holdings

AUM $253M
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.1M
AUM Growth
-$880K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$981K
2
+$559K
3
+$517K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$210K
5
COST icon
Costco
COST
+$199K

Top Sells

1
+$2.13M
2
+$1.22M
3
+$662K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$616K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$357K

Sector Composition

1 Financials 6.05%
2 Communication Services 5.88%
3 Technology 4.49%
4 Utilities 4.37%
5 Healthcare 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-781
1 2
3