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
$583M
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.3M
3
+$4.65M
4
AAPL icon
Apple
AAPL
+$3.73M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.34M

Top Sells

1
+$9.74M
2
+$5.84M
3
+$5.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.88M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.62M

Sector Composition

1 Industrials 20.62%
2 Technology 10.28%
3 Financials 7.72%
4 Healthcare 5.02%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
+26
677
$2K ﹤0.01%
65
+20
678
$2K ﹤0.01%
34
-56
679
$2K ﹤0.01%
49
-16
680
$2K ﹤0.01%
205
+91
681
$2K ﹤0.01%
+93
682
$2K ﹤0.01%
36
-33
683
$2K ﹤0.01%
+45
684
$2K ﹤0.01%
+91
685
$2K ﹤0.01%
19
+3
686
$2K ﹤0.01%
6
+5
687
$2K ﹤0.01%
32
-1
688
$2K ﹤0.01%
48
689
$2K ﹤0.01%
200
-114
690
$2K ﹤0.01%
14
-2
691
$2K ﹤0.01%
48
+33
692
$2K ﹤0.01%
94
+34
693
$2K ﹤0.01%
+127
694
$2K ﹤0.01%
202
+146
695
$2K ﹤0.01%
+35
696
$2K ﹤0.01%
+171
697
$2K ﹤0.01%
+106
698
$2K ﹤0.01%
50
+33
699
$2K ﹤0.01%
+104
700
$2K ﹤0.01%
46
-12
26 27
28
29 30