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
$726M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.05M
3
+$636K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$622K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$283K

Top Sells

1
+$1.97M
2
+$1.08M
3
+$740K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$649K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$518K

Sector Composition

1 Industrials 21.24%
2 Technology 13.4%
3 Financials 8.6%
4 Consumer Discretionary 6.69%
5 Healthcare 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
+41
677
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+666
678
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+44
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8
680
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30
681
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683
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684
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685
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687
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688
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689
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691
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42
692
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695
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697
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+10
698
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30
699
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22
700
$2K ﹤0.01%
+9
26 27
28
29 30