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
$854M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$959K
3
+$613K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$509K
5
LLY icon
Eli Lilly
LLY
+$484K

Top Sells

1
+$10M
2
+$6.23M
3
+$4.05M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.96M

Sector Composition

1 Technology 15.52%
2 Industrials 14.55%
3 Financials 7.81%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$66.9K 0.01%
1,408
+400
477
$66.2K 0.01%
330
478
$66K 0.01%
244
+90
479
$65.9K 0.01%
1,000
480
$65K 0.01%
1,466
+650
481
$64.7K 0.01%
895
482
$64.7K 0.01%
1,273
+84
483
$64.5K 0.01%
3,667
+88
484
$64.4K 0.01%
727
485
$63.8K 0.01%
69
486
$63.2K 0.01%
274
+82
487
$63.1K 0.01%
813
-16
488
$62.9K 0.01%
1,030
489
$62.9K 0.01%
734
490
$62.9K 0.01%
2,740
491
$62.8K 0.01%
349
492
$62.7K 0.01%
3,393
+14
493
$61.8K 0.01%
643
+27
494
$61.1K 0.01%
600
495
$61K 0.01%
575
496
$60.7K 0.01%
549
-11
497
$60.4K 0.01%
1,471
+71
498
$60.3K 0.01%
700
499
$60K 0.01%
300
500
$60K 0.01%
+1,434
18 19
20
21 22