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
626
$3K ﹤0.01%
30
+15
627
$3K ﹤0.01%
1,000
628
$3K ﹤0.01%
+237
629
$3K ﹤0.01%
102
-44
630
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140
-90
631
$3K ﹤0.01%
41
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632
$3K ﹤0.01%
32
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633
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27
-7
634
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33
-3
635
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27
-11
636
$3K ﹤0.01%
+170
637
$3K ﹤0.01%
51
638
$3K ﹤0.01%
59
639
$3K ﹤0.01%
31
-19
640
$3K ﹤0.01%
17
641
$3K ﹤0.01%
+13
642
$3K ﹤0.01%
222
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643
$3K ﹤0.01%
93
-61
644
$3K ﹤0.01%
+210
645
$3K ﹤0.01%
+104
646
$3K ﹤0.01%
103
-30
647
$3K ﹤0.01%
8
648
$3K ﹤0.01%
61
-8
649
$3K ﹤0.01%
+70
650
$3K ﹤0.01%
29
+1
24 25
26
27 28