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
$574M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$9.96M
3
+$5.44M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.63M
5
VTV icon
Vanguard Value ETF
VTV
+$1.37M

Top Sells

1
+$4.24M
2
+$4.15M
3
+$1.97M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$717K

Sector Composition

1 Industrials 18.65%
2 Technology 10.02%
3 Financials 7.32%
4 Healthcare 4.71%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9K ﹤0.01%
75
452
$9K ﹤0.01%
108
-5
453
$9K ﹤0.01%
126
-951
454
$9K ﹤0.01%
+114
455
$9K ﹤0.01%
+291
456
$9K ﹤0.01%
85
457
$9K ﹤0.01%
50
458
$9K ﹤0.01%
30
459
$9K ﹤0.01%
229
-143
460
$9K ﹤0.01%
560
461
$9K ﹤0.01%
300
462
$9K ﹤0.01%
107
-3
463
$8K ﹤0.01%
47
-9
464
$8K ﹤0.01%
202
+133
465
$8K ﹤0.01%
400
466
$8K ﹤0.01%
46
467
$8K ﹤0.01%
117
-2
468
$8K ﹤0.01%
68
469
$8K ﹤0.01%
300
470
$8K ﹤0.01%
100
471
$8K ﹤0.01%
359
+103
472
$8K ﹤0.01%
200
473
$7K ﹤0.01%
79
+4
474
$7K ﹤0.01%
200
475
$7K ﹤0.01%
284
-10
17 18
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20 21