MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$854M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$975K
3
+$636K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$518K
5
NVDA icon
NVIDIA
NVDA
+$478K

Top Sells

1
+$10.4M
2
+$6.47M
3
+$4.22M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.06M

Sector Composition

1 Technology 15.54%
2 Industrials 14.55%
3 Financials 7.79%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$419K 0.05%
5,093
+75
227
$417K 0.05%
5,110
+150
228
$416K 0.05%
214
+11
229
$410K 0.05%
50,109
230
$408K 0.05%
4,248
231
$407K 0.05%
946
+32
232
$407K 0.05%
7,969
-2
233
$405K 0.05%
+26,800
234
$405K 0.05%
3,303
235
$400K 0.05%
1,577
+669
236
$399K 0.05%
2,664
237
$395K 0.05%
3,267
238
$394K 0.05%
2,472
+90
239
$392K 0.05%
2,319
+34
240
$392K 0.05%
753
-149
241
$390K 0.05%
1,679
+78
242
$388K 0.05%
818
+1
243
$385K 0.05%
2,929
+72
244
$384K 0.05%
2,391
+52
245
$382K 0.04%
539
+30
246
$382K 0.04%
3,988
247
$380K 0.04%
4,866
-173
248
$379K 0.04%
824
249
$379K 0.04%
733
+20
250
$372K 0.04%
5,197
+2,836
8 9
10
11 12