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
$574M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$9.96M
3
+$5.44M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.63M
5
VTV icon
Vanguard Value ETF
VTV
+$1.37M

Top Sells

1
+$4.24M
2
+$4.15M
3
+$1.97M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$717K

Sector Composition

1 Industrials 18.65%
2 Technology 10.02%
3 Financials 7.32%
4 Healthcare 4.71%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6K ﹤0.01%
80
502
$6K ﹤0.01%
262
-24
503
$6K ﹤0.01%
552
+368
504
$6K ﹤0.01%
193
505
$5K ﹤0.01%
168
+20
506
$5K ﹤0.01%
+790
507
$5K ﹤0.01%
392
508
$5K ﹤0.01%
74
-7
509
$5K ﹤0.01%
11
510
$5K ﹤0.01%
65
-2
511
$5K ﹤0.01%
79
+12
512
$5K ﹤0.01%
232
-3
513
$5K ﹤0.01%
+98
514
$5K ﹤0.01%
127
-492
515
$5K ﹤0.01%
60
516
$5K ﹤0.01%
294
517
$5K ﹤0.01%
208
-26
518
$5K ﹤0.01%
53
-69
519
$5K ﹤0.01%
77
520
$5K ﹤0.01%
65
521
$5K ﹤0.01%
60
-8
522
$5K ﹤0.01%
34
523
$5K ﹤0.01%
202
+148
524
$5K ﹤0.01%
88
525
$5K ﹤0.01%
91
19 20
21
22 23