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
$854M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$959K
3
+$613K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$509K
5
LLY icon
Eli Lilly
LLY
+$484K

Top Sells

1
+$10M
2
+$6.23M
3
+$4.05M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.96M

Sector Composition

1 Technology 15.52%
2 Industrials 14.55%
3 Financials 7.81%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$31.6K ﹤0.01%
254
+43
627
$31.3K ﹤0.01%
527
-15
628
$31.3K ﹤0.01%
333
+22
629
$31.1K ﹤0.01%
441
630
$30.9K ﹤0.01%
2,887
631
$30.8K ﹤0.01%
500
632
$30.7K ﹤0.01%
839
+271
633
$30.4K ﹤0.01%
1,729
+502
634
$30.3K ﹤0.01%
60
635
$30.1K ﹤0.01%
775
636
$29.9K ﹤0.01%
845
637
$29.9K ﹤0.01%
505
638
$29.8K ﹤0.01%
2,124
+93
639
$29.8K ﹤0.01%
1,640
-248
640
$29.8K ﹤0.01%
387
641
$29.7K ﹤0.01%
3,649
642
$28.9K ﹤0.01%
2,031
+215
643
$28.8K ﹤0.01%
437
+203
644
$28.7K ﹤0.01%
490
645
$28.3K ﹤0.01%
+220
646
$28.2K ﹤0.01%
471
-48
647
$27.8K ﹤0.01%
400
648
$27.7K ﹤0.01%
740
+1
649
$27.5K ﹤0.01%
610
650
$27K ﹤0.01%
1,321
+517
24 25
26
27 28