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
$665M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$2.08M
3
+$1.54M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.34M
5
VHT icon
Vanguard Health Care ETF
VHT
+$897K

Top Sells

1
+$15.5M
2
+$1.2M
3
+$941K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$876K
5
WTRG icon
Essential Utilities
WTRG
+$707K

Sector Composition

1 Industrials 19.62%
2 Technology 13.38%
3 Financials 8.41%
4 Consumer Discretionary 6.98%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$24K ﹤0.01%
2,000
427
$23K ﹤0.01%
1,440
428
$23K ﹤0.01%
1,261
429
$23K ﹤0.01%
278
430
$23K ﹤0.01%
5,000
431
$22K ﹤0.01%
233
-85
432
$22K ﹤0.01%
441
433
$22K ﹤0.01%
+1,000
434
$21K ﹤0.01%
124
-14
435
$21K ﹤0.01%
+750
436
$21K ﹤0.01%
400
437
$21K ﹤0.01%
329
438
$20K ﹤0.01%
200
-41
439
$20K ﹤0.01%
377
440
$20K ﹤0.01%
600
441
$19K ﹤0.01%
210
442
$19K ﹤0.01%
150
443
$19K ﹤0.01%
360
444
$19K ﹤0.01%
910
445
$18K ﹤0.01%
1,261
446
$17K ﹤0.01%
224
+65
447
$17K ﹤0.01%
500
448
$17K ﹤0.01%
218
449
$16K ﹤0.01%
+1,529
450
$16K ﹤0.01%
148
16 17
18
19 20