MCM

Manchester Capital Management Portfolio holdings

AUM $694M
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$9.96M
3
+$5.44M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.63M
5
VTV icon
Vanguard Value ETF
VTV
+$1.37M

Top Sells

1
+$4.24M
2
+$4.15M
3
+$1.97M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$717K

Sector Composition

1 Industrials 18.65%
2 Technology 10.02%
3 Financials 7.32%
4 Healthcare 4.71%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3K ﹤0.01%
93
-13
577
$3K ﹤0.01%
41
+7
578
$3K ﹤0.01%
32
579
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26
-1
580
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103
+10
581
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16
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582
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583
$3K ﹤0.01%
60
-2,411
584
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+10
585
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56
586
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31
587
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17
588
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300
-444
589
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86
-17
590
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119
+11
591
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8
592
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-3
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50
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594
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71
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$3K ﹤0.01%
21
+3
596
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597
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14
598
$3K ﹤0.01%
435
+61
599
$3K ﹤0.01%
53
-1
600
$3K ﹤0.01%
80
-342
22 23
24
25 26