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
676
$21.7K ﹤0.01%
+1,145
677
$21K ﹤0.01%
5,850
678
$20.9K ﹤0.01%
1,000
679
$20.9K ﹤0.01%
1,817
-358
680
$20.6K ﹤0.01%
400
681
$20.5K ﹤0.01%
674
682
$20.5K ﹤0.01%
+935
683
$20.2K ﹤0.01%
571
684
$20.2K ﹤0.01%
121
+88
685
$20.1K ﹤0.01%
184
686
$20.1K ﹤0.01%
353
687
$19.9K ﹤0.01%
264
+78
688
$19.6K ﹤0.01%
243
689
$19.4K ﹤0.01%
122
+7
690
$19.4K ﹤0.01%
2,330
691
$19.4K ﹤0.01%
138
692
$19.1K ﹤0.01%
630
+5
693
$19.1K ﹤0.01%
390
694
$18.7K ﹤0.01%
118
-30
695
$18.6K ﹤0.01%
394
+104
696
$18.6K ﹤0.01%
421
697
$18.5K ﹤0.01%
168
-7
698
$18.4K ﹤0.01%
2,000
699
$18.3K ﹤0.01%
1,181
-380
700
$18.2K ﹤0.01%
502
+300
26 27
28
29 30