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
726
$18.3K ﹤0.01%
248
727
$18.2K ﹤0.01%
175
-103
728
$18.1K ﹤0.01%
583
+175
729
$18.1K ﹤0.01%
550
+460
730
$18.1K ﹤0.01%
+2,000
731
$18K ﹤0.01%
398
+54
732
$17.7K ﹤0.01%
970
733
$17.6K ﹤0.01%
48
-12
734
$17.6K ﹤0.01%
172
+4
735
$17.6K ﹤0.01%
390
736
$17.6K ﹤0.01%
228
737
$17.5K ﹤0.01%
2,506
738
$17.4K ﹤0.01%
563
-176
739
$17.3K ﹤0.01%
34
-9
740
$17.2K ﹤0.01%
203
-7
741
$17.1K ﹤0.01%
147
+7
742
$17K ﹤0.01%
742
+102
743
$17K ﹤0.01%
300
744
$16.9K ﹤0.01%
2,000
745
$16.8K ﹤0.01%
30
+5
746
$16.7K ﹤0.01%
182
+106
747
$16.7K ﹤0.01%
2,208
-992
748
$16.5K ﹤0.01%
3,649
749
$16.5K ﹤0.01%
359
+19
750
$16.5K ﹤0.01%
204
+36
28 29
30
31 32