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
$574M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$9.96M
3
+$5.44M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.63M
5
VTV icon
Vanguard Value ETF
VTV
+$1.37M

Top Sells

1
+$4.24M
2
+$4.15M
3
+$1.97M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$717K

Sector Composition

1 Industrials 18.65%
2 Technology 10.02%
3 Financials 7.32%
4 Healthcare 4.71%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
13
702
$2K ﹤0.01%
+83
703
$2K ﹤0.01%
37
704
$2K ﹤0.01%
36
705
$2K ﹤0.01%
43
-14
706
$2K ﹤0.01%
57
-29
707
$2K ﹤0.01%
19
708
$1K ﹤0.01%
+93
709
$1K ﹤0.01%
190
-10
710
$1K ﹤0.01%
18
711
$1K ﹤0.01%
+1
712
$1K ﹤0.01%
77
-125
713
$1K ﹤0.01%
+71
714
$1K ﹤0.01%
+12
715
$1K ﹤0.01%
+56
716
$1K ﹤0.01%
137
-46
717
$1K ﹤0.01%
28
718
$1K ﹤0.01%
27
719
$1K ﹤0.01%
69
-5
720
$1K ﹤0.01%
22
721
$1K ﹤0.01%
34
-52
722
$1K ﹤0.01%
28
723
$1K ﹤0.01%
33
-32
724
$1K ﹤0.01%
8
725
$1K ﹤0.01%
7
27 28
29
30 31