MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$760M
AUM Growth
-$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.98M
3
+$978K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$977K
5
BND icon
Vanguard Total Bond Market
BND
+$627K

Top Sells

1
+$16.3M
2
+$15.7M
3
+$11.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$6.84M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.29M

Sector Composition

1 Technology 18.39%
2 Industrials 11.77%
3 Financials 7.7%
4 Consumer Discretionary 6.75%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.33%
7,110
-142
52
$2.23M 0.29%
18,683
+29
53
$2.11M 0.28%
10,885
-19,698
54
$2.07M 0.27%
3,879
-106
55
$2.06M 0.27%
29,742
-319
56
$2.04M 0.27%
352
+8
57
$2.03M 0.27%
22,058
58
$2.01M 0.26%
8,750
-17
59
$1.99M 0.26%
5,658
60
$1.99M 0.26%
18,056
-873
61
$1.92M 0.25%
5,662
62
$1.91M 0.25%
22,914
63
$1.91M 0.25%
28,436
-108,012
64
$1.88M 0.25%
6,391
-509
65
$1.82M 0.24%
19,400
66
$1.8M 0.24%
5,894
+1,388
67
$1.77M 0.23%
9,101
-17,341
68
$1.77M 0.23%
4,039
-41,290
69
$1.76M 0.23%
7,954
-2,927
70
$1.75M 0.23%
251,790
+15,137
71
$1.73M 0.23%
4,069
-1,803
72
$1.64M 0.22%
146,165
-414
73
$1.63M 0.21%
7,015
+191
74
$1.62M 0.21%
5,067
-655
75
$1.61M 0.21%
14,494
-485
1 2
3
4 5