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
$760M
AUM Growth
-$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.98M
3
+$978K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$977K
5
BND icon
Vanguard Total Bond Market
BND
+$627K

Top Sells

1
+$16.3M
2
+$15.7M
3
+$11.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$6.84M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.29M

Sector Composition

1 Technology 18.39%
2 Industrials 11.77%
3 Financials 7.7%
4 Consumer Discretionary 6.75%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$97.3K 0.01%
3,067
+317
452
$95.7K 0.01%
+5,534
453
$95.7K 0.01%
905
-91
454
$95.5K 0.01%
1,000
-1,500
455
$95K 0.01%
248
+5
456
$94.5K 0.01%
1,496
+613
457
$94.3K 0.01%
500
458
$94K 0.01%
2,164
+225
459
$93.9K 0.01%
570
460
$93.8K 0.01%
1,584
-216
461
$92.9K 0.01%
377
-23
462
$92.9K 0.01%
2,255
-155
463
$92.8K 0.01%
3,301
-542
464
$92.5K 0.01%
1,030
465
$92.4K 0.01%
2,896
466
$91.4K 0.01%
381
+120
467
$91.2K 0.01%
664
-24
468
$91.1K 0.01%
4,000
469
$90.8K 0.01%
1,590
470
$89.9K 0.01%
1,625
471
$89.9K 0.01%
1,263
+5
472
$89.4K 0.01%
1,534
-71
473
$88.1K 0.01%
820
+41
474
$87.8K 0.01%
571
475
$87.4K 0.01%
1,295
-9
17 18
19
20 21