MFP

Meridian Financial Partners Portfolio holdings

AUM $213M
1-Year Est. Return 13.74%
This Quarter Est. Return
1 Year Est. Return
+13.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$532K
2
+$523K
3
+$508K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$481K
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$296K

Top Sells

1
+$751K
2
+$347K
3
+$311K
4
KMB icon
Kimberly-Clark
KMB
+$203K
5
EXC icon
Exelon
EXC
+$124K

Sector Composition

1 Technology 9.05%
2 Financials 6.44%
3 Healthcare 6.17%
4 Communication Services 5.21%
5 Utilities 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.2M 10.9%
40,597
+1,202
2
$15.8M 10.59%
329,057
-15,662
3
$12.4M 8.3%
244,155
+10,326
4
$9.49M 6.37%
36,643
-1,200
5
$8.8M 5.91%
145,472
+4,254
6
$6.84M 4.59%
85,435
+665
7
$4.83M 3.24%
134,042
+112
8
$4.76M 3.19%
33,611
+819
9
$4.31M 2.89%
14,714
+292
10
$4.31M 2.89%
9,859
+1,164
11
$4.13M 2.77%
57,408
-686
12
$2.7M 1.81%
45,416
+555
13
$2.63M 1.76%
51,596
+3,578
14
$2.33M 1.57%
14,380
+60
15
$2.17M 1.46%
13,629
+205
16
$2.07M 1.39%
33,938
+8,711
17
$1.72M 1.16%
12,620
-100
18
$1.67M 1.12%
11,712
+65
19
$1.57M 1.05%
9,081
+127
20
$1.53M 1.03%
6,870
-42
21
$1.45M 0.97%
18,067
+37
22
$1.35M 0.9%
9,860
+160
23
$1.31M 0.88%
25,526
+610
24
$1.3M 0.87%
16,422
+758
25
$1.23M 0.83%
11,452
+560
1
2 3 4