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
$628M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$492K
3
+$367K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$358K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$304K

Top Sells

1
+$5.22M
2
+$3.86M
3
+$2.51M
4
UPS icon
United Parcel Service
UPS
+$1.51M
5
IWC icon
iShares Micro-Cap ETF
IWC
+$788K

Sector Composition

1 Industrials 46.83%
2 Healthcare 3.41%
3 Technology 2.9%
4 Financials 2.46%
5 Utilities 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
67
-68
452
$5K ﹤0.01%
100
453
$5K ﹤0.01%
68
454
$4K ﹤0.01%
500
455
$4K ﹤0.01%
141
456
$4K ﹤0.01%
204
457
$4K ﹤0.01%
500
458
$4K ﹤0.01%
116
459
$4K ﹤0.01%
289
460
$3K ﹤0.01%
36
461
$3K ﹤0.01%
53
462
$3K ﹤0.01%
341
463
$3K ﹤0.01%
+32
464
$3K ﹤0.01%
49
465
$3K ﹤0.01%
24
466
$3K ﹤0.01%
45
467
$3K ﹤0.01%
76
468
$2K ﹤0.01%
145
469
$2K ﹤0.01%
50
470
$2K ﹤0.01%
+80
471
$2K ﹤0.01%
24
472
$2K ﹤0.01%
49
473
$2K ﹤0.01%
56
474
$1K ﹤0.01%
17
-18
475
$1K ﹤0.01%
50
17 18
19
20 21