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
651
$26.9K ﹤0.01%
711
652
$26.9K ﹤0.01%
+160
653
$26K ﹤0.01%
420
654
$25.9K ﹤0.01%
3,134
+142
655
$25.5K ﹤0.01%
4,110
+1,970
656
$25.2K ﹤0.01%
5,184
+1,207
657
$24.9K ﹤0.01%
250
-361
658
$24.8K ﹤0.01%
2,346
-223
659
$24.4K ﹤0.01%
274
+231
660
$23.4K ﹤0.01%
233
661
$23.3K ﹤0.01%
131
662
$23.3K ﹤0.01%
3,884
663
$23.3K ﹤0.01%
1,652
664
$22.9K ﹤0.01%
1,331
665
$22.9K ﹤0.01%
1,787
666
$22.7K ﹤0.01%
1,607
+776
667
$22.7K ﹤0.01%
207
668
$22.6K ﹤0.01%
2,419
+38
669
$22.5K ﹤0.01%
635
-147
670
$22.5K ﹤0.01%
181
671
$22.5K ﹤0.01%
+1,000
672
$22.2K ﹤0.01%
637
+133
673
$21.9K ﹤0.01%
4,449
-1,207
674
$21.7K ﹤0.01%
194
-1
675
$21.7K ﹤0.01%
1,930
25 26
27
28 29