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
$70.6M
AUM Growth
-$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$763K
3
+$720K
4
XOM icon
Exxon Mobil
XOM
+$130K
5
NVDA icon
NVIDIA
NVDA
+$122K

Top Sells

1
+$24.3M
2
+$17.7M
3
+$17.5M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$6.04M
5
AAPL icon
Apple
AAPL
+$5.17M

Sector Composition

1 Technology 8.35%
2 Financials 7.25%
3 Healthcare 6.64%
4 Communication Services 6.35%
5 Utilities 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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89
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-34,375
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