MFP

Meridian Financial Partners Portfolio holdings

AUM $263M
1-Year Est. Return 22.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$1.23M
3
+$890K
4
DHR icon
Danaher
DHR
+$870K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$408K

Top Sells

1
+$653K
2
+$431K
3
+$424K
4
VABK icon
Virginia National Bankshares
VABK
+$305K
5
ORCL icon
Oracle
ORCL
+$204K

Sector Composition

1 Technology 15.32%
2 Financials 6.6%
3 Communication Services 3.92%
4 Industrials 3.27%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$413K 0.17%
1,600
77
$403K 0.17%
4,255
78
$394K 0.16%
12,644
+31
79
$383K 0.16%
419
80
$375K 0.16%
3,137
-259
81
$371K 0.15%
21,905
82
$364K 0.15%
1,775
+25
83
$364K 0.15%
1,573
+9
84
$358K 0.15%
5,094
-89
85
$356K 0.15%
18,915
86
$341K 0.14%
5,970
-21
87
$327K 0.14%
4,519
+1
88
$324K 0.13%
859
-1
89
$315K 0.13%
19,586
-1,414
90
$292K 0.12%
6,616
+4
91
$269K 0.11%
+3,708
92
$265K 0.11%
2,737
93
$263K 0.11%
+3,543
94
$260K 0.11%
609
95
$256K 0.11%
9,734
+183
96
$254K 0.11%
+1,286
97
$251K 0.1%
1,056
+1
98
$247K 0.1%
480
99
$239K 0.1%
+4,827
100
$237K 0.1%
2,661
-1,794
1 2 3
4
5