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
576
$4K ﹤0.01%
27
577
$4K ﹤0.01%
214
578
$4K ﹤0.01%
88
+36
579
$4K ﹤0.01%
171
-24
580
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430
+130
581
$4K ﹤0.01%
+40
582
$4K ﹤0.01%
+485
583
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20
-6
584
$4K ﹤0.01%
+551
585
$4K ﹤0.01%
164
+138
586
$4K ﹤0.01%
294
-31
587
$4K ﹤0.01%
90
-26
588
$4K ﹤0.01%
106
-7
589
$4K ﹤0.01%
14
+8
590
$4K ﹤0.01%
92
591
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51
-17
592
$4K ﹤0.01%
342
593
$4K ﹤0.01%
234
-156
594
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56
+37
595
$4K ﹤0.01%
131
596
$4K ﹤0.01%
58
-7
597
$4K ﹤0.01%
88
-13
598
$4K ﹤0.01%
+79
599
$4K ﹤0.01%
34
600
$4K ﹤0.01%
48
+26
22 23
24
25 26