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
$583M
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.3M
3
+$4.65M
4
AAPL icon
Apple
AAPL
+$3.73M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.34M

Top Sells

1
+$9.74M
2
+$5.84M
3
+$5.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.88M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.62M

Sector Composition

1 Industrials 20.62%
2 Technology 10.28%
3 Financials 7.72%
4 Healthcare 5.02%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$6K ﹤0.01%
40
552
$6K ﹤0.01%
+205
553
$6K ﹤0.01%
+226
554
$5K ﹤0.01%
68
+42
555
$5K ﹤0.01%
88
+34
556
$5K ﹤0.01%
91
-9
557
$5K ﹤0.01%
126
+23
558
$5K ﹤0.01%
235
-823
559
$5K ﹤0.01%
72
+10
560
$5K ﹤0.01%
317
-31
561
$5K ﹤0.01%
155
+25
562
$5K ﹤0.01%
+254
563
$5K ﹤0.01%
26
+11
564
$5K ﹤0.01%
11
+2
565
$5K ﹤0.01%
77
+11
566
$5K ﹤0.01%
65
+23
567
$5K ﹤0.01%
+78
568
$5K ﹤0.01%
500,000
569
$5K ﹤0.01%
251
+81
570
$5K ﹤0.01%
+654
571
$4K ﹤0.01%
110
+64
572
$4K ﹤0.01%
67
-1
573
$4K ﹤0.01%
13
+7
574
$4K ﹤0.01%
81
-43
575
$4K ﹤0.01%
168
+52
21 22
23
24 25