MCM

Manchester Capital Management Portfolio holdings

AUM $694M
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.3M
3
+$4.65M
4
AAPL icon
Apple
AAPL
+$3.73M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.34M

Top Sells

1
+$9.74M
2
+$5.84M
3
+$5.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.88M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.62M

Sector Composition

1 Industrials 20.62%
2 Technology 10.28%
3 Financials 7.72%
4 Healthcare 5.02%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
38
702
$2K ﹤0.01%
32
-1
703
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17
+5
704
$2K ﹤0.01%
46
-11,838
705
$2K ﹤0.01%
+96
706
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+76
707
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+80
708
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34
-56
709
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49
-16
710
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205
+91
711
$2K ﹤0.01%
+93
712
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36
-33
713
$2K ﹤0.01%
+45
714
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10
715
$2K ﹤0.01%
+7
716
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48
717
$2K ﹤0.01%
200
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718
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14
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719
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48
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720
$2K ﹤0.01%
18
-2
721
$2K ﹤0.01%
100
+42
722
$2K ﹤0.01%
309
+1
723
$2K ﹤0.01%
125
-69
724
$2K ﹤0.01%
+26
725
$2K ﹤0.01%
+26
27 28
29
30 31