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
601
$39.8K 0.01%
565
-335
602
$39.6K 0.01%
163
603
$39.6K 0.01%
506
-4
604
$39.5K 0.01%
663
+62
605
$38.9K 0.01%
1,130
606
$38.8K 0.01%
214
-1
607
$38.5K 0.01%
235
608
$38.4K 0.01%
220
609
$38.3K 0.01%
1,000
610
$38.3K 0.01%
203
611
$38.2K 0.01%
3,333
-406
612
$38.1K 0.01%
175
+8
613
$37.8K 0.01%
2,258
-550
614
$37.8K 0.01%
4,626
+434
615
$37.8K 0.01%
1,503
+96
616
$37.8K 0.01%
716
-24
617
$37.6K ﹤0.01%
284
618
$37.5K ﹤0.01%
1,574
-94
619
$37.5K ﹤0.01%
2,427
+189
620
$36.9K ﹤0.01%
577
+185
621
$36.7K ﹤0.01%
152
622
$36K ﹤0.01%
769
-105
623
$35.5K ﹤0.01%
513
-3
624
$35.2K ﹤0.01%
1,065
+182
625
$35K ﹤0.01%
605
-47