MCM

Manchester Capital Management Portfolio holdings

AUM $694M
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$721M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$3.59M
3
+$2.77M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$2.77M
5
AAPL icon
Apple
AAPL
+$2.11M

Top Sells

1
+$7.3M
2
+$3.6M
3
+$2.99M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.96M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$1.53M

Sector Composition

1 Industrials 40.32%
2 Healthcare 3.11%
3 Technology 2.62%
4 Financials 2.44%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$28K ﹤0.01%
374
477
$28K ﹤0.01%
1,511
478
$28K ﹤0.01%
480
479
$27K ﹤0.01%
550
480
$27K ﹤0.01%
54
481
$27K ﹤0.01%
950
482
$26K ﹤0.01%
467
483
$26K ﹤0.01%
1,212
484
$25K ﹤0.01%
387
485
$24K ﹤0.01%
+764
486
$24K ﹤0.01%
925
487
$24K ﹤0.01%
828
488
$23K ﹤0.01%
338
489
$23K ﹤0.01%
1,617
490
$22K ﹤0.01%
275
491
$22K ﹤0.01%
1,105
492
$22K ﹤0.01%
687
493
$22K ﹤0.01%
194
494
$21K ﹤0.01%
550
495
$21K ﹤0.01%
1,320
496
$21K ﹤0.01%
4,183
497
$20K ﹤0.01%
376
498
$20K ﹤0.01%
1,902
499
$20K ﹤0.01%
84
500
$20K ﹤0.01%
650
18 19
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