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
251
$367K 0.04%
1,846
+4
252
$365K 0.04%
233
253
$364K 0.04%
8,039
+276
254
$364K 0.04%
+19,950
255
$364K 0.04%
3,491
+178
256
$363K 0.04%
2,537
+330
257
$362K 0.04%
3,347
258
$360K 0.04%
8,622
+401
259
$358K 0.04%
9,270
+4
260
$351K 0.04%
25,107
261
$349K 0.04%
1,490
+38
262
$348K 0.04%
1,507
+1,207
263
$343K 0.04%
3,308
+987
264
$343K 0.04%
2,387
+2
265
$342K 0.04%
550
+53
266
$340K 0.04%
731
+31
267
$338K 0.04%
1,127
+24
268
$334K 0.04%
1,693
269
$332K 0.04%
5,089
+19
270
$332K 0.04%
5,700
271
$331K 0.04%
5,631
-1
272
$327K 0.04%
3,200
273
$327K 0.04%
1,162
+2
274
$327K 0.04%
2,503
275
$326K 0.04%
1,312
+25
9 10
11
12 13