MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$854M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$975K
3
+$636K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$518K
5
NVDA icon
NVIDIA
NVDA
+$478K

Top Sells

1
+$10.4M
2
+$6.47M
3
+$4.22M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.06M

Sector Composition

1 Technology 15.54%
2 Industrials 14.55%
3 Financials 7.79%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$18.2K ﹤0.01%
75
+1
702
$18.1K ﹤0.01%
228
703
$18K ﹤0.01%
168
+27
704
$17.9K ﹤0.01%
248
705
$17.3K ﹤0.01%
169
-14
706
$17.3K ﹤0.01%
1,561
707
$17K ﹤0.01%
211
+4
708
$16.7K ﹤0.01%
435
709
$16.6K ﹤0.01%
210
+128
710
$16.5K ﹤0.01%
57
-1
711
$16.5K ﹤0.01%
3,938
-1,308
712
$16.3K ﹤0.01%
60
713
$16.3K ﹤0.01%
125
+33
714
$16.2K ﹤0.01%
1,188
-221
715
$16.1K ﹤0.01%
435
-8
716
$16.1K ﹤0.01%
223
+78
717
$16K ﹤0.01%
96
+22
718
$16K ﹤0.01%
88
+1
719
$16K ﹤0.01%
323
-6
720
$15.9K ﹤0.01%
183
+174
721
$15.9K ﹤0.01%
127
722
$15.8K ﹤0.01%
416
+154
723
$15.7K ﹤0.01%
32
-2
724
$15.6K ﹤0.01%
344
+27
725
$15.5K ﹤0.01%
+665
27 28
29
30 31