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
551
$53.9K 0.01%
700
552
$53.9K 0.01%
1,117
-37,802
553
$53.8K 0.01%
922
+3
554
$53.6K 0.01%
1,232
-169
555
$53.4K 0.01%
330
-2,207
556
$53K 0.01%
438
+23
557
$52.9K 0.01%
154
-2
558
$52.7K 0.01%
586
+133
559
$52.6K 0.01%
1,300
560
$52.3K 0.01%
690
-10
561
$52.2K 0.01%
725
-147
562
$51.9K 0.01%
428
+9
563
$51.4K 0.01%
700
564
$50.3K 0.01%
+1,500
565
$50.3K 0.01%
1,160
-118
566
$50.1K 0.01%
174
+8
567
$49.4K 0.01%
681
568
$49.3K 0.01%
1,248
569
$49K 0.01%
618
570
$48.6K 0.01%
642
+126
571
$48.4K 0.01%
1,429
+250
572
$47.9K 0.01%
1,207
+1,202
573
$47.7K 0.01%
183
-1
574
$47.6K 0.01%
+1,055
575
$47.6K 0.01%
1,005
21 22
23
24 25