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

Top Buys

1
+$13.4M
2
+$2.08M
3
+$1.54M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.34M
5
VHT icon
Vanguard Health Care ETF
VHT
+$897K

Top Sells

1
+$15.5M
2
+$1.2M
3
+$941K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$876K
5
WTRG icon
Essential Utilities
WTRG
+$707K

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
526
$5K ﹤0.01%
+100
527
$5K ﹤0.01%
81
-96
528
$5K ﹤0.01%
60
-23
529
$5K ﹤0.01%
80
-16
530
$5K ﹤0.01%
182
531
$5K ﹤0.01%
88
+74
532
$5K ﹤0.01%
94
+28
533
$5K ﹤0.01%
53
534
$5K ﹤0.01%
117
535
$5K ﹤0.01%
63
536
$5K ﹤0.01%
169
-85
537
$5K ﹤0.01%
54
-6
538
$5K ﹤0.01%
91
-18
539
$5K ﹤0.01%
128
540
$4K ﹤0.01%
202
-208
541
$4K ﹤0.01%
63
542
$4K ﹤0.01%
122
543
$4K ﹤0.01%
38
-4
544
$4K ﹤0.01%
224
-48
545
$4K ﹤0.01%
80
546
$4K ﹤0.01%
+76
547
$4K ﹤0.01%
296
+125
548
$4K ﹤0.01%
49
-4
549
$4K ﹤0.01%
134
-136
550
$4K ﹤0.01%
87
20 21
22
23 24