MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.61M
3
+$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1
+$4.78M
2
+$4.37M
3
+$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$27.4K ﹤0.01%
505
652
$27.2K ﹤0.01%
3,604
-31
653
$26.9K ﹤0.01%
124
-65
654
$26.8K ﹤0.01%
229
+6
655
$26.8K ﹤0.01%
167
+16
656
$26.5K ﹤0.01%
2,129
+127
657
$26.4K ﹤0.01%
2,850
658
$26.4K ﹤0.01%
232
+2
659
$26.2K ﹤0.01%
1,160
660
$26.2K ﹤0.01%
202
661
$26.2K ﹤0.01%
88
-3
662
$26.1K ﹤0.01%
123
-4
663
$26.1K ﹤0.01%
470
664
$25.9K ﹤0.01%
645
-288
665
$25.8K ﹤0.01%
472
-368
666
$25.7K ﹤0.01%
203
-83
667
$25.5K ﹤0.01%
651
+16
668
$25.5K ﹤0.01%
162
+71
669
$25.2K ﹤0.01%
490
670
$25.2K ﹤0.01%
143
-22
671
$25.1K ﹤0.01%
2,887
672
$25K ﹤0.01%
285
+225
673
$24.8K ﹤0.01%
160
674
$24.7K ﹤0.01%
600
+300
675
$24.6K ﹤0.01%
4,192
+149
25 26
27
28 29