MFP

Meridian Financial Partners Portfolio holdings

AUM $263M
1-Year Est. Return 22.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$1.23M
3
+$890K
4
DHR icon
Danaher
DHR
+$870K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$408K

Top Sells

1
+$653K
2
+$431K
3
+$424K
4
VABK icon
Virginia National Bankshares
VABK
+$305K
5
ORCL icon
Oracle
ORCL
+$204K

Sector Composition

1 Technology 15.32%
2 Financials 6.6%
3 Communication Services 3.92%
4 Industrials 3.27%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.42%
92,992
+3,277
52
$964K 0.4%
1,140
+67
53
$956K 0.4%
31,075
-233
54
$912K 0.38%
1,492
-163
55
$903K 0.38%
49,335
+107
56
$896K 0.37%
+4,373
57
$856K 0.36%
14,136
+2
58
$849K 0.35%
33,069
+627
59
$769K 0.32%
2,319
+159
60
$746K 0.31%
3,292
+163
61
$669K 0.28%
11,602
-875
62
$645K 0.27%
9,150
+80
63
$638K 0.26%
1,662
+1
64
$605K 0.25%
1,204
+10
65
$584K 0.24%
3,967
-377
66
$574K 0.24%
1,553
-1,403
67
$559K 0.23%
5,428
-50
68
$553K 0.23%
2,806
-18
69
$548K 0.23%
2,995
-755
70
$518K 0.22%
1,037
-2
71
$508K 0.21%
8,931
+696
72
$496K 0.21%
6,114
+846
73
$484K 0.2%
1,672
+3
74
$480K 0.2%
7,645
-41
75
$426K 0.18%
6,468
+33
1 2
3
4 5