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
376
$145K 0.02%
1,500
377
$144K 0.02%
1,212
-15
378
$142K 0.02%
1,302
-1
379
$141K 0.02%
223
+62
380
$141K 0.02%
1,166
381
$140K 0.02%
1,872
-3,095
382
$140K 0.02%
3,572
+566
383
$140K 0.02%
1,738
+63
384
$139K 0.02%
1,111
-151
385
$139K 0.02%
323
+42
386
$138K 0.02%
753
-98
387
$138K 0.02%
2,150
388
$137K 0.02%
4,000
389
$136K 0.02%
1,170
+12
390
$134K 0.02%
2,600
391
$133K 0.02%
1,043
-4
392
$133K 0.02%
4,903
+264
393
$133K 0.02%
5,209
-1,700
394
$133K 0.02%
1,100
395
$131K 0.02%
1,618
396
$130K 0.02%
2,692
-3,074
397
$129K 0.02%
206
+36
398
$129K 0.02%
1,394
+616
399
$128K 0.02%
189
+102
400
$127K 0.02%
735
14 15
16
17 18