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
$760M
AUM Growth
-$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.98M
3
+$978K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$977K
5
BND icon
Vanguard Total Bond Market
BND
+$627K

Top Sells

1
+$16.3M
2
+$15.7M
3
+$11.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$6.84M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.29M

Sector Composition

1 Technology 18.39%
2 Industrials 11.77%
3 Financials 7.7%
4 Consumer Discretionary 6.75%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$25.7K ﹤0.01%
323
677
$25.4K ﹤0.01%
+1,000
678
$25K ﹤0.01%
1,181
679
$25K ﹤0.01%
651
680
$24.9K ﹤0.01%
769
+206
681
$24.6K ﹤0.01%
361
-421
682
$24.6K ﹤0.01%
121
-2
683
$24.5K ﹤0.01%
138
684
$24.3K ﹤0.01%
364
+10
685
$24.2K ﹤0.01%
1,022
686
$23.9K ﹤0.01%
372
+65
687
$23.8K ﹤0.01%
648
688
$23.8K ﹤0.01%
720
689
$23.5K ﹤0.01%
168
+2
690
$23.4K ﹤0.01%
800
691
$23.2K ﹤0.01%
147
+4
692
$23.2K ﹤0.01%
241
-3,002
693
$23.1K ﹤0.01%
1,362
694
$22.9K ﹤0.01%
48
695
$22.9K ﹤0.01%
557
+7
696
$22.8K ﹤0.01%
400
697
$22.7K ﹤0.01%
153
-9
698
$22.6K ﹤0.01%
1,107
-127
699
$22K ﹤0.01%
711
700
$22K ﹤0.01%
1,000
26 27
28
29 30