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
$168M
AUM Growth
+$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$5.89M
3
+$5.87M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.5M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.73M

Top Sells

1
+$4.83M
2
+$245K
3
+$239K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.3K
5
TFC icon
Truist Financial
TFC
+$21.2K

Sector Composition

1 Technology 9.11%
2 Financials 7.23%
3 Communication Services 4.82%
4 Healthcare 4.47%
5 Energy 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$224K 0.13%
+917
77
$223K 0.13%
1,000
78
$214K 0.13%
+450
79
$211K 0.13%
+6,125
80
$207K 0.12%
1,775
81
$201K 0.12%
+609
82
$84K 0.05%
2,435
83
– –
-11,675
1 2 3
4