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
$148M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$1.84M
3
+$696K
4
ABBV icon
AbbVie
ABBV
+$682K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$607K

Top Sells

1
+$15.2M
2
+$810K
3
+$307K
4
EXC icon
Exelon
EXC
+$283K
5
ATVI
Activision Blizzard
ATVI
+$254K

Sector Composition

1 Technology 13.77%
2 Healthcare 6.94%
3 Financials 6.72%
4 Communication Services 5.1%
5 Consumer Staples 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$240K 0.16%
1,023
77
$235K 0.16%
+4,890
78
$230K 0.16%
3,410
79
$212K 0.14%
+2,766
80
$206K 0.14%
+5,027
81
$206K 0.14%
4,408
-324,649
82
$202K 0.14%
+1,990
83
$149K 0.1%
2,435
84
– –
-9,590
85
– –
-636
86
– –
-10,869
87
– –
-3,390
88
– –
-37,616
1 2 3
4