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

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
1
$30.1M 17.86%
+59,173
2
$18.7M 11.11%
313,044
+15,721
3
$13.9M 8.23%
274,638
+2,611
4
$5.89M 3.5%
+13,381
5
$5.87M 3.49%
+10,573
6
$5.5M 3.27%
+25,701
7
$4.73M 2.81%
+50,609
8
$4.4M 2.62%
+118,718
9
$3.55M 2.11%
29,857
+659
10
$3.23M 1.92%
40,424
+2,110
11
$2.84M 1.69%
37,887
-136
12
$2.71M 1.61%
+35,791
13
$2.67M 1.59%
15,034
+117
14
$2.65M 1.57%
21,864
+1,094
15
$2.2M 1.3%
8,160
+38
16
$2.14M 1.27%
39,250
-4,491
17
$2.13M 1.27%
+13,167
18
$2.09M 1.24%
9,968
+192
19
$2.09M 1.24%
+6,635
20
$2.04M 1.21%
+12,125
21
$1.93M 1.14%
+22,975
22
$1.89M 1.12%
5,506
+148
23
$1.67M 0.99%
23,359
+324
24
$1.66M 0.99%
9,263
-130
25
$1.63M 0.97%
+10,461