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
726
$1K ﹤0.01%
80
-26
727
$1K ﹤0.01%
21
728
$1K ﹤0.01%
+16
729
$1K ﹤0.01%
42
-33
730
$1K ﹤0.01%
46
731
$1K ﹤0.01%
108
-1
732
$1K ﹤0.01%
100
733
$1K ﹤0.01%
47
734
$1K ﹤0.01%
42
735
$1K ﹤0.01%
20
-13
736
$1K ﹤0.01%
365
+144
737
$1K ﹤0.01%
40
738
$1K ﹤0.01%
4
-1
739
$1K ﹤0.01%
22
-2
740
$1K ﹤0.01%
7
741
$1K ﹤0.01%
21
-6
742
$1K ﹤0.01%
8
743
$1K ﹤0.01%
+6
744
$1K ﹤0.01%
24
-17
745
$1K ﹤0.01%
4
-2
746
$1K ﹤0.01%
319
-31
747
$1K ﹤0.01%
17
+5
748
$1K ﹤0.01%
49
-43
749
$1K ﹤0.01%
36
-140
750
$1K ﹤0.01%
32
28 29
30
31 32