MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
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 +$1.12M
2 +$975K
3 +$636K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$518K
5
NVDA icon
NVIDIA
NVDA
+$478K

Top Sells

1 +$10.4M
2 +$6.47M
3 +$4.22M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.06M

Sector Composition

1 Technology 15.54%
2 Industrials 14.55%
3 Financials 7.79%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$79.8K 0.01%
986
+200
452
$79.6K 0.01%
914
+350
453
$79.4K 0.01%
254
454
$78.6K 0.01%
1,366
455
$78.4K 0.01%
1,061
-139
456
$78.1K 0.01%
507
+61
457
$78K 0.01%
644
-204
458
$77.6K 0.01%
1,346
-484
459
$77.5K 0.01%
1,051
460
$77K 0.01%
1,900
+446
461
$75.8K 0.01%
1,114
+526
462
$75.5K 0.01%
4,570
463
$75.4K 0.01%
317
464
$75K 0.01%
377
+354
465
$74.3K 0.01%
310
+106
466
$73.5K 0.01%
+2,896
467
$72.5K 0.01%
1,356
+36
468
$71.6K 0.01%
287
-50
469
$70.8K 0.01%
1,400
+140
470
$70.8K 0.01%
1,140
+142
471
$70.2K 0.01%
250
+126
472
$69.7K 0.01%
132
+13
473
$68.8K 0.01%
3,810
474
$68.3K 0.01%
1,356
+163
475
$67.8K 0.01%
635
+15