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
$149M
AUM Growth
+$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$532K
2
+$523K
3
+$508K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$481K
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$296K

Top Sells

1
+$751K
2
+$347K
3
+$311K
4
KMB icon
Kimberly-Clark
KMB
+$203K
5
EXC icon
Exelon
EXC
+$124K

Sector Composition

1 Technology 9.05%
2 Financials 6.44%
3 Healthcare 6.17%
4 Communication Services 5.21%
5 Utilities 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$214K 0.14%
3,947
+277
77
$212K 0.14%
+9,590
78
$206K 0.14%
636
79
$203K 0.14%
3,410
80
$147K 0.1%
2,435
81
– –
-1,475
82
– –
-2,311
1 2 3
4