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
$760M
AUM Growth
-$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.98M
3
+$978K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$977K
5
BND icon
Vanguard Total Bond Market
BND
+$627K

Top Sells

1
+$16.3M
2
+$15.7M
3
+$11.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$6.84M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.29M

Sector Composition

1 Technology 18.39%
2 Industrials 11.77%
3 Financials 7.7%
4 Consumer Discretionary 6.75%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$64.2K 0.01%
1,930
527
$62.5K 0.01%
769
+150
528
$62.5K 0.01%
698
-9
529
$61.8K 0.01%
403
+7
530
$61.5K 0.01%
2,040
531
$61.2K 0.01%
1,000
532
$60.3K 0.01%
3,328
533
$59.6K 0.01%
745
+198
534
$59.5K 0.01%
588
535
$59.5K 0.01%
358
+35
536
$58.7K 0.01%
437
-11
537
$58.2K 0.01%
2,196
-201
538
$57.7K 0.01%
5,319
-1,592
539
$56.6K 0.01%
702
540
$56.5K 0.01%
729
541
$56.3K 0.01%
1,914
+215
542
$56.1K 0.01%
424
+47
543
$56.1K 0.01%
1,063
+16
544
$55.9K 0.01%
3,000
545
$55.9K 0.01%
468
-35
546
$55.5K 0.01%
754
-318
547
$55.4K 0.01%
3,605
+189
548
$55.3K 0.01%
1,236
+6
549
$54.8K 0.01%
500
550
$54.2K 0.01%
1,102
-171
20 21
22
23 24