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
$726M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.06M
3
+$648K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$621K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$290K

Top Sells

1
+$1.97M
2
+$1.15M
3
+$702K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$627K
5
MNTS icon
Momentus
MNTS
+$559K

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%
+32
702
$2K ﹤0.01%
87
+59
703
$2K ﹤0.01%
+60
704
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+6
705
$2K ﹤0.01%
+25
706
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30
707
$2K ﹤0.01%
+416
708
$2K ﹤0.01%
42
709
$2K ﹤0.01%
28
710
$2K ﹤0.01%
+101
711
$2K ﹤0.01%
+44
712
$2K ﹤0.01%
+70
713
$2K ﹤0.01%
+10
714
$2K ﹤0.01%
+16
715
$2K ﹤0.01%
+36
716
$2K ﹤0.01%
+212
717
$2K ﹤0.01%
13
718
$2K ﹤0.01%
219
+57
719
$2K ﹤0.01%
+80
720
$2K ﹤0.01%
+29
721
$2K ﹤0.01%
+37
722
$2K ﹤0.01%
+49
723
$2K ﹤0.01%
44
724
$2K ﹤0.01%
+91
725
$2K ﹤0.01%
56
27 28
29
30 31