MFP
Meridian Financial Partners Portfolio holdings
AUM
$213M
This Quarter Return
+4.88%
1 Year Return
+13.74%
3 Year Return
+47.22%
5 Year Return
+67.55%
10 Year Return
–
AUM
$166M
AUM Growth
+$166M
(+89%)
Cap. Flow
+$75.2M
Cap. Flow
% of AUM
45.22%
Top 10 Holdings %
Top 10 Hldgs %
54.78%
Holding
91
New
44
Increased
20
Reduced
13
Closed
5
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$20.7M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$9.13M |
| 3 |
Apple
AAPL
|
$6.58M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$5.21M |
| 5 |
Microsoft
MSFT
|
$4.92M |
Top Sells
Sector Composition
| 1 | Technology | 12.11% |
| 2 | Financials | 6.56% |
| 3 | Healthcare | 4.76% |
| 4 | Communication Services | 3.94% |
| 5 | Consumer Discretionary | 3.48% |
