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
$854M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$959K
3
+$613K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$509K
5
LLY icon
Eli Lilly
LLY
+$484K

Top Sells

1
+$10M
2
+$6.23M
3
+$4.05M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.96M

Sector Composition

1 Technology 15.52%
2 Industrials 14.55%
3 Financials 7.81%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$103K 0.01%
982
+346
427
$101K 0.01%
1,936
+147
428
$99.6K 0.01%
1,510
+182
429
$99.4K 0.01%
+7,799
430
$98.2K 0.01%
1,508
-8
431
$97.5K 0.01%
1,639
+208
432
$96.7K 0.01%
714
+112
433
$96.7K 0.01%
1,298
434
$94.7K 0.01%
4,000
435
$92.1K 0.01%
511
436
$90.1K 0.01%
801
437
$88.6K 0.01%
770
+250
438
$88.6K 0.01%
2,410
439
$86.7K 0.01%
775
+3
440
$86.4K 0.01%
415
441
$86.4K 0.01%
2,209
+854
442
$85.6K 0.01%
829
443
$85.6K 0.01%
329
-358
444
$85.1K 0.01%
788
445
$84.4K 0.01%
680
+100
446
$83K 0.01%
1,700
447
$82.9K 0.01%
4,145
+23
448
$82K 0.01%
2,550
449
$81K 0.01%
1,079
-44
450
$81K 0.01%
772
16 17
18
19 20