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
$665M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$2.08M
3
+$1.54M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.34M
5
VHT icon
Vanguard Health Care ETF
VHT
+$897K

Top Sells

1
+$15.5M
2
+$1.2M
3
+$941K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$876K
5
WTRG icon
Essential Utilities
WTRG
+$707K

Sector Composition

1 Industrials 19.62%
2 Technology 13.38%
3 Financials 8.41%
4 Consumer Discretionary 6.98%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11K ﹤0.01%
75
-70
477
$11K ﹤0.01%
+200
478
$11K ﹤0.01%
173
-152
479
$11K ﹤0.01%
60
+38
480
$10K ﹤0.01%
415
481
$10K ﹤0.01%
86
-7
482
$10K ﹤0.01%
90
483
$10K ﹤0.01%
209
484
$10K ﹤0.01%
50
485
$10K ﹤0.01%
108
-741
486
$10K ﹤0.01%
100
487
$10K ﹤0.01%
200
488
$9K ﹤0.01%
100
489
$9K ﹤0.01%
68
+59
490
$9K ﹤0.01%
203
491
$8K ﹤0.01%
+200
492
$8K ﹤0.01%
+300
493
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142
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494
$8K ﹤0.01%
392
495
$8K ﹤0.01%
267
-120
496
$8K ﹤0.01%
214
497
$7K ﹤0.01%
163
-12
498
$7K ﹤0.01%
+298
499
$7K ﹤0.01%
360
500
$7K ﹤0.01%
219
-18
18 19
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