MFP
Meridian Financial Partners Portfolio holdings
AUM
$241M
1-Year Est. Return
15.8%
1 Year Est. Return
+15.8%
AUM
$241M
AUM Growth
+$27.9M
(+13%)
Holding
113
Top Buys
| 1 | +$6.39M | |
| 2 | +$1.27M | |
| 3 | +$909K | |
| 4 |
Danaher
DHR
|
+$896K |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$423K |
Top Sells
| 1 | +$723K | |
| 2 | +$519K | |
| 3 | +$452K | |
| 4 |
Virginia National Bankshares
VABK
|
+$304K |
| 5 |
Oracle
ORCL
|
+$231K |
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 | |
|---|---|---|---|---|---|---|
101
CBRE Group
CBRE
$48.2B
| $235K | 0.1% |
1,548
+1
|
|
||
102
iShares Russell 2000 Value ETF
IWN
$11.8B
| $223K | 0.09% |
+1,246
|
|
||
103
Philip Morris
PM
$245B
| $221K | 0.09% |
1,422
+2
|
|
||
104
Waste Management
WM
$87.8B
| $220K | 0.09% |
1,000
|
|
||
105
Albemarle
ALB
$15.3B
| $214K | 0.09% |
2,331
-1,782
|
|
||
106
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$110M
| $212K | 0.09% |
6,125
|
|
||
107
Mondelez International
MDLZ
$74.3B
| $211K | 0.09% |
3,417
+4
|
|
||
108
Emerson Electric
EMR
$74.9B
| $211K | 0.09% |
1,584
+1
|
|
||
109
AB Conservative Buffer ETF
BUFC
$969M
| $207K | 0.09% |
5,086
|
|
||
110
iShares Russell 1000 Value ETF
IWD
$67.7B
| $205K | 0.09% |
1,002
-63
|
|
||
111
Intel
INTC
$193B
| $204K | 0.08% |
+5,461
|
|
||
112
PepsiCo
PEP
$203B
| $201K | 0.08% |
+1,448
|
|
||
|
TNGY
113
Tortoise Energy Fund
TNGY
$524M
| $113K | 0.05% |
12,373
|
|