MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$854M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$975K
3
+$636K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$518K
5
NVDA icon
NVIDIA
NVDA
+$478K

Top Sells

1
+$10.4M
2
+$6.47M
3
+$4.22M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.06M

Sector Composition

1 Technology 15.54%
2 Industrials 14.55%
3 Financials 7.79%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$39.8K ﹤0.01%
415
-45
577
$39.7K ﹤0.01%
150
578
$39.5K ﹤0.01%
419
579
$39.4K ﹤0.01%
283
580
$39K ﹤0.01%
2,655
-661
581
$39K ﹤0.01%
1,465
582
$39K ﹤0.01%
1,179
-210
583
$38.8K ﹤0.01%
575
+46
584
$38.3K ﹤0.01%
456
+81
585
$37.3K ﹤0.01%
935
586
$37.3K ﹤0.01%
528
+36
587
$37.2K ﹤0.01%
952
+39
588
$36.9K ﹤0.01%
1,160
+280
589
$36.4K ﹤0.01%
625
+35
590
$36.3K ﹤0.01%
283
591
$36.3K ﹤0.01%
145
+1
592
$36.3K ﹤0.01%
451
593
$36.2K ﹤0.01%
863
+399
594
$36.1K ﹤0.01%
168
595
$35.9K ﹤0.01%
2,047
596
$35.7K ﹤0.01%
146
+138
597
$35.5K ﹤0.01%
875
598
$35.4K ﹤0.01%
867
-9
599
$35.4K ﹤0.01%
670
+120
600
$35.3K ﹤0.01%
168
+165
22 23
24
25 26