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
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.61M
3
+$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1
+$4.78M
2
+$4.37M
3
+$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$55.9K 0.01%
1,047
+13
527
$55.8K 0.01%
423
-11
528
$55.7K 0.01%
2,040
529
$55.5K 0.01%
955
+221
530
$55.5K 0.01%
1,273
531
$55.1K 0.01%
150
-12
532
$55.1K 0.01%
243
+31
533
$55K 0.01%
396
-78
534
$54.9K 0.01%
436
+150
535
$54.7K 0.01%
758
+550
536
$54.5K 0.01%
156
+18
537
$54.1K 0.01%
1,401
+45
538
$53.6K 0.01%
547
+78
539
$53.2K 0.01%
700
540
$53.2K 0.01%
446
+141
541
$52.8K 0.01%
700
542
$52.1K 0.01%
715
+28
543
$52K 0.01%
1,300
544
$51.2K 0.01%
+729
545
$50.4K 0.01%
1,230
-241
546
$50.1K 0.01%
197
+58
547
$49.9K 0.01%
419
+215
548
$49.3K 0.01%
1,811
549
$49.1K 0.01%
919
+80
550
$48.9K 0.01%
681
+3
20 21
22
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