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
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.61M
3
+$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1
+$4.78M
2
+$4.37M
3
+$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$250K 0.03%
1,618
-195
302
$249K 0.03%
2,000
303
$248K 0.03%
929
+18
304
$245K 0.03%
2,385
-2
305
$244K 0.03%
659
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306
$241K 0.03%
3,650
+294
307
$238K 0.03%
2,412
-176
308
$237K 0.03%
3,029
+276
309
$234K 0.03%
3,586
+167
310
$231K 0.03%
483
-54
311
$230K 0.03%
929
+171
312
$230K 0.03%
2,500
-1,488
313
$229K 0.03%
4,855
314
$227K 0.03%
2,078
+61
315
$227K 0.03%
857
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316
$225K 0.03%
710
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317
$225K 0.03%
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319
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697
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320
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2,912
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321
$216K 0.03%
9,050
322
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427
-55
323
$212K 0.03%
3,000
324
$211K 0.03%
2,013
+514
325
$211K 0.03%
4,000
11 12
13
14 15