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
$168M
AUM Growth
+$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$5.89M
3
+$5.87M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.5M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.73M

Top Sells

1
+$4.83M
2
+$245K
3
+$239K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.3K
5
TFC icon
Truist Financial
TFC
+$21.2K

Sector Composition

1 Technology 9.11%
2 Financials 7.23%
3 Communication Services 4.82%
4 Healthcare 4.47%
5 Energy 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$754K 0.45%
+2,763
52
$713K 0.42%
13,817
-103
53
$696K 0.41%
5,604
54
$642K 0.38%
+1,754
55
$640K 0.38%
34,930
56
$598K 0.36%
+8,263
57
$420K 0.25%
8,068
-132
58
$410K 0.24%
2,691
-24
59
$396K 0.24%
+6,535
60
$382K 0.23%
+14,149
61
$376K 0.22%
+4,508
62
$359K 0.21%
+1,008
63
$355K 0.21%
+1,557
64
$346K 0.21%
+4,883
65
$341K 0.2%
+1,841
66
$340K 0.2%
1,764
67
$336K 0.2%
400
68
$318K 0.19%
6,097
69
$301K 0.18%
1,759
70
$275K 0.16%
6,472
-500
71
$263K 0.16%
+1,542
72
$247K 0.15%
800
73
$245K 0.15%
+1,023
74
$232K 0.14%
4,835
-154
75
$228K 0.14%
+3,410
1 2
3
4