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

Top Buys

1
+$13.8M
2
+$2.15M
3
+$1.56M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M
5
VHT icon
Vanguard Health Care ETF
VHT
+$894K

Top Sells

1
+$16.3M
2
+$1.17M
3
+$964K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$881K
5
WTRG icon
Essential Utilities
WTRG
+$700K

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
501
$7K ﹤0.01%
+400
502
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427
503
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+308
504
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24
-12
505
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506
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80
507
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332
-158
508
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120
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509
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360
510
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219
-18
511
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512
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163
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101
514
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700
515
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72
516
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63
517
$6K ﹤0.01%
83
-6
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$6K ﹤0.01%
430
519
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327
520
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149
521
$6K ﹤0.01%
+200
522
$6K ﹤0.01%
+225
523
$6K ﹤0.01%
92
524
$6K ﹤0.01%
300
525
$5K ﹤0.01%
26
+18
19 20
21
22 23