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
$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
626
$2K ﹤0.01%
51
627
$2K ﹤0.01%
59
628
$2K ﹤0.01%
60
+12
629
$2K ﹤0.01%
+42
630
$2K ﹤0.01%
76
+35
631
$2K ﹤0.01%
57
-1
632
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40
633
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193
-32
634
$2K ﹤0.01%
132
+5
635
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35
+8
636
$2K ﹤0.01%
107
+21
637
$2K ﹤0.01%
57
+9
638
$2K ﹤0.01%
36
-2
639
$2K ﹤0.01%
18
-5
640
$2K ﹤0.01%
142
641
$2K ﹤0.01%
76
-16
642
$2K ﹤0.01%
49
643
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81
-29
644
$2K ﹤0.01%
33
-2
645
$2K ﹤0.01%
+102
646
$2K ﹤0.01%
34
647
$2K ﹤0.01%
+73
648
$2K ﹤0.01%
659
+111
649
$2K ﹤0.01%
+82
650
$2K ﹤0.01%
53
-16
24 25
26
27 28