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
$583M
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.62M
3
+$4.35M
4
AAPL icon
Apple
AAPL
+$3.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.15M

Top Sells

1
+$9.74M
2
+$5.8M
3
+$5.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.64M
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
726
$2K ﹤0.01%
+19
727
$2K ﹤0.01%
+255
728
$2K ﹤0.01%
13
-14
729
$2K ﹤0.01%
19
+3
730
$2K ﹤0.01%
+76
731
$2K ﹤0.01%
88
-21
732
$2K ﹤0.01%
6
+5
733
$2K ﹤0.01%
350
+176
734
$2K ﹤0.01%
26
-22
735
$2K ﹤0.01%
38
736
$2K ﹤0.01%
32
-1
737
$2K ﹤0.01%
48
738
$2K ﹤0.01%
200
-114
739
$2K ﹤0.01%
14
-2
740
$2K ﹤0.01%
48
+33
741
$2K ﹤0.01%
18
-2
742
$2K ﹤0.01%
94
+34
743
$2K ﹤0.01%
42
-4
744
$2K ﹤0.01%
+142
745
$2K ﹤0.01%
+92
746
$2K ﹤0.01%
+7
747
$2K ﹤0.01%
100
+42
748
$2K ﹤0.01%
309
+1
749
$2K ﹤0.01%
125
-69
750
$2K ﹤0.01%
+26
28 29
30
31 32