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
$198M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$3.5M
3
+$1.91M
4
VABK icon
Virginia National Bankshares
VABK
+$1.61M
5
AVGO icon
Broadcom
AVGO
+$1.23M

Top Sells

1
+$988K
2
+$930K
3
+$752K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$726K
5
COP icon
ConocoPhillips
COP
+$207K

Sector Composition

1 Technology 14.09%
2 Financials 7.46%
3 Communication Services 4.19%
4 Healthcare 3.89%
5 Consumer Discretionary 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,775
102
– –
-15,521
103
– –
-37,369
104
– –
-2,435
1 2 3 4
5