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
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.61M
3
+$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1
+$4.78M
2
+$4.37M
3
+$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$21.1K ﹤0.01%
1,652
702
$20.8K ﹤0.01%
422
+174
703
$20.8K ﹤0.01%
4,130
+900
704
$20.3K ﹤0.01%
524
+252
705
$20.3K ﹤0.01%
874
+329
706
$20K ﹤0.01%
935
707
$19.9K ﹤0.01%
400
708
$19.8K ﹤0.01%
254
+36
709
$19.8K ﹤0.01%
348
+4
710
$19.7K ﹤0.01%
665
711
$19.7K ﹤0.01%
800
712
$19.6K ﹤0.01%
4,110
713
$19.5K ﹤0.01%
1,400
714
$19.4K ﹤0.01%
287
-5
715
$19.3K ﹤0.01%
756
+205
716
$19.2K ﹤0.01%
106
+18
717
$19.1K ﹤0.01%
390
-4
718
$19K ﹤0.01%
1,234
-50
719
$19K ﹤0.01%
1,594
-13
720
$18.9K ﹤0.01%
56
721
$18.7K ﹤0.01%
354
+107
722
$18.6K ﹤0.01%
+860
723
$18.4K ﹤0.01%
3,341
724
$18.4K ﹤0.01%
1,787
725
$18.4K ﹤0.01%
306
-14
27 28
29
30 31