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
601
$35K ﹤0.01%
336
+54
602
$34.7K ﹤0.01%
330
603
$34.5K ﹤0.01%
598
+73
604
$34.4K ﹤0.01%
+696
605
$34.2K ﹤0.01%
349
+100
606
$34.1K ﹤0.01%
2,518
607
$34.1K ﹤0.01%
1,930
608
$34K ﹤0.01%
87
+14
609
$34K ﹤0.01%
193
+1
610
$34K ﹤0.01%
506
611
$33.9K ﹤0.01%
845
+150
612
$33.7K ﹤0.01%
38
+14
613
$33.7K ﹤0.01%
3,365
+412
614
$33.7K ﹤0.01%
260
615
$33.1K ﹤0.01%
445
+34
616
$33K ﹤0.01%
292
+130
617
$33K ﹤0.01%
912
+578
618
$32.8K ﹤0.01%
221
+38
619
$32.6K ﹤0.01%
1,409
-468
620
$32.3K ﹤0.01%
932
+40
621
$32K ﹤0.01%
528
622
$31.8K ﹤0.01%
2,038
623
$31.8K ﹤0.01%
434
624
$31.7K ﹤0.01%
690
625
$31.7K ﹤0.01%
147