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
376
$151K 0.02%
4,000
377
$150K 0.02%
143
378
$150K 0.02%
+3,690
379
$148K 0.02%
2,600
380
$146K 0.02%
2,406
381
$146K 0.02%
1,649
+25
382
$145K 0.02%
1,407
-168
383
$145K 0.02%
419
-212
384
$144K 0.02%
1,058
-26
385
$143K 0.02%
3,197
+2
386
$141K 0.02%
2,150
387
$141K 0.02%
1,262
388
$140K 0.02%
389
+16
389
$140K 0.02%
5,000
390
$138K 0.02%
1,158
391
$138K 0.02%
1,675
392
$138K 0.02%
1,100
393
$138K 0.02%
170
+12
394
$137K 0.02%
3,203
395
$137K 0.02%
1,166
396
$137K 0.02%
1,152
-54
397
$134K 0.02%
1,218
+9
398
$134K 0.02%
1,700
399
$132K 0.02%
3,546
+223
400
$130K 0.02%
2,048
+1,089
14 15
16
17 18