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
676
$24.4K ﹤0.01%
1,000
677
$24.4K ﹤0.01%
243
678
$24.2K ﹤0.01%
1,008
-179
679
$24.2K ﹤0.01%
1,327
+27
680
$24.1K ﹤0.01%
640
681
$24K ﹤0.01%
533
-77
682
$23.9K ﹤0.01%
+140
683
$23.7K ﹤0.01%
660
+489
684
$23.7K ﹤0.01%
775
685
$23.5K ﹤0.01%
648
+18
686
$23.3K ﹤0.01%
+400
687
$22.9K ﹤0.01%
1,181
688
$22.8K ﹤0.01%
2,330
689
$22.6K ﹤0.01%
138
690
$22.6K ﹤0.01%
131
691
$22.2K ﹤0.01%
711
692
$22.2K ﹤0.01%
1,000
693
$22.1K ﹤0.01%
268
+57
694
$22K ﹤0.01%
1,088
+653
695
$22K ﹤0.01%
567
+70
696
$21.7K ﹤0.01%
323
697
$21.7K ﹤0.01%
166
-86
698
$21.6K ﹤0.01%
1,362
-685
699
$21.5K ﹤0.01%
296
-9
700
$21.3K ﹤0.01%
307
-147
26 27
28
29 30