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
501
$59.9K 0.01%
468
502
$59.7K 0.01%
1,159
+701
503
$58.4K 0.01%
477
-2
504
$58.4K 0.01%
686
505
$58.2K 0.01%
1,550
506
$57.9K 0.01%
1,900
+230
507
$57.7K 0.01%
1,775
-167
508
$57.6K 0.01%
+743
509
$57.6K 0.01%
900
510
$57K 0.01%
399
511
$56.6K 0.01%
672
+33
512
$56.6K 0.01%
446
-487
513
$56.5K 0.01%
1,736
+432
514
$56.3K 0.01%
4,850
+9
515
$56.1K 0.01%
138
+34
516
$55.4K 0.01%
1,300
517
$55.4K 0.01%
794
-4
518
$55.2K 0.01%
623
+2
519
$54.8K 0.01%
103
+13
520
$54.5K 0.01%
1,080
-171
521
$54.4K 0.01%
965
+190
522
$54.4K 0.01%
700
523
$54.2K 0.01%
65
+37
524
$53.7K 0.01%
2,421
+12
525
$53.6K 0.01%
641
+86
19 20
21
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