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
476
$87.4K 0.01%
157
+54
477
$86.9K 0.01%
1,144
+14
478
$86.1K 0.01%
+3,578
479
$85.8K 0.01%
1,646
-351
480
$84.6K 0.01%
1,468
481
$84K 0.01%
253
-1
482
$83.6K 0.01%
635
483
$83.3K 0.01%
2,550
484
$83.1K 0.01%
980
485
$82.8K 0.01%
2,309
-4
486
$82.6K 0.01%
1,300
487
$82.2K 0.01%
557
488
$81K 0.01%
708
-3
489
$80.8K 0.01%
322
490
$80.7K 0.01%
+1,000
491
$77.3K 0.01%
742
-2
492
$77.3K 0.01%
1,170
493
$76.9K 0.01%
906
494
$76.8K 0.01%
941
-1,983
495
$76.1K 0.01%
1,474
+453
496
$75.9K 0.01%
1,352
+8
497
$75.7K 0.01%
1,190
+235
498
$74.8K 0.01%
3,670
499
$73.8K 0.01%
1,834
+242
500
$73.7K 0.01%
1,024
-179