MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$680M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.1M
3
+$7.05M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$6.47M
5
AMZN icon
Amazon
AMZN
+$4.95M

Top Sells

1
+$4.69M
2
+$1.6M
3
+$1.53M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.29M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.22M

Sector Composition

1 Industrials 17.44%
2 Technology 8.98%
3 Financials 7.67%
4 Healthcare 5.16%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$120K 0.02%
1,372
-301
302
$119K 0.02%
318
303
$118K 0.02%
422
-2
304
$114K 0.02%
683
+3
305
$113K 0.02%
2,628
-1,063
306
$111K 0.02%
1,174
307
$111K 0.02%
1,682
+38
308
$109K 0.02%
3,203
309
$109K 0.02%
470
+59
310
$107K 0.02%
2,350
311
$107K 0.02%
7,010
-330
312
$106K 0.02%
795
313
$106K 0.02%
4,310
-177
314
$106K 0.02%
5,737
-3,529
315
$105K 0.02%
726
-248
316
$104K 0.02%
2,081
317
$104K 0.02%
952
318
$103K 0.02%
1,223
319
$102K 0.02%
1,672
-588
320
$102K 0.02%
1,792
+1,760
321
$97.6K 0.01%
989
322
$96.8K 0.01%
759
323
$96.2K 0.01%
1,164
324
$95.4K 0.01%
1,865
325
$95.1K 0.01%
1,902
11 12
13
14 15