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
701
$2K ﹤0.01%
+45
702
$2K ﹤0.01%
+110
703
$2K ﹤0.01%
8
704
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+46
705
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59
706
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290
707
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+19
708
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+24
709
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+15
710
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171
-125
711
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+23
712
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+51
713
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+6
714
$2K ﹤0.01%
+32
715
$2K ﹤0.01%
87
+59
716
$2K ﹤0.01%
+60
717
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+6
718
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26
719
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+25
720
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+70
721
$2K ﹤0.01%
+10
722
$2K ﹤0.01%
+16
723
$2K ﹤0.01%
+36
724
$2K ﹤0.01%
+212
725
$2K ﹤0.01%
13
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