MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.61M
3
+$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1
+$4.78M
2
+$4.37M
3
+$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$75.5K 0.01%
114
+15
477
$75.4K 0.01%
1,027
+64
478
$75.1K 0.01%
3,843
+450
479
$74.2K 0.01%
1,130
-10
480
$73.2K 0.01%
9,850
481
$73.1K 0.01%
400
+1
482
$73K 0.01%
557
-157
483
$72.6K 0.01%
2,550
484
$71.7K 0.01%
2,313
485
$70.7K 0.01%
1,055
+4
486
$69.3K 0.01%
6,911
+5,272
487
$67.7K 0.01%
2,165
+927
488
$67.5K 0.01%
1,344
-1
489
$67.4K 0.01%
322
+5
490
$67.4K 0.01%
384
491
$67.3K 0.01%
707
-20
492
$66.5K 0.01%
448
+37
493
$66.5K 0.01%
635
494
$66.5K 0.01%
934
+76
495
$66K 0.01%
900
-110
496
$65.6K 0.01%
906
+101
497
$65.4K 0.01%
35
-198
498
$65K 0.01%
600
499
$64.3K 0.01%
1,592
-24
500
$64.3K 0.01%
+1,600
18 19
20
21 22