MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$760M
AUM Growth
-$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.98M
3
+$978K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$977K
5
BND icon
Vanguard Total Bond Market
BND
+$627K

Top Sells

1
+$16.3M
2
+$15.7M
3
+$11.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$6.84M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.29M

Sector Composition

1 Technology 18.39%
2 Industrials 11.77%
3 Financials 7.7%
4 Consumer Discretionary 6.75%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$185K 0.02%
1,866
-152
352
$183K 0.02%
1,928
+56
353
$183K 0.02%
3,556
+679
354
$181K 0.02%
589
+543
355
$180K 0.02%
2,040
-7
356
$178K 0.02%
1,382
-19
357
$178K 0.02%
356
+45
358
$177K 0.02%
1,669
359
$177K 0.02%
2,290
-333
360
$175K 0.02%
1,953
-60
361
$175K 0.02%
612
-77
362
$174K 0.02%
340
+17
363
$174K 0.02%
6,842
+31
364
$172K 0.02%
2,000
365
$170K 0.02%
2,113
+375
366
$169K 0.02%
3,979
367
$167K 0.02%
1,268
-487
368
$166K 0.02%
1,312
369
$166K 0.02%
3,869
-29
370
$166K 0.02%
2,697
371
$166K 0.02%
2,857
-55
372
$165K 0.02%
184
-5
373
$163K 0.02%
4,000
374
$161K 0.02%
3,273
-500
375
$158K 0.02%
1,993
13 14
15
16 17