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
$726M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.05M
3
+$636K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$622K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$283K

Top Sells

1
+$1.97M
2
+$1.08M
3
+$740K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$649K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$518K

Sector Composition

1 Industrials 21.24%
2 Technology 13.4%
3 Financials 8.6%
4 Consumer Discretionary 6.69%
5 Healthcare 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
+43
752
$1K ﹤0.01%
+48
753
$1K ﹤0.01%
13
754
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+76
755
$1K ﹤0.01%
13
756
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7
757
$1K ﹤0.01%
+29
758
$1K ﹤0.01%
+17
759
$1K ﹤0.01%
+6
760
$1K ﹤0.01%
+10
761
$1K ﹤0.01%
+11
762
$1K ﹤0.01%
4
763
$1K ﹤0.01%
7
764
$1K ﹤0.01%
8
765
$1K ﹤0.01%
+20
766
$1K ﹤0.01%
7
767
$1K ﹤0.01%
58
768
$1K ﹤0.01%
+3
769
$1K ﹤0.01%
+5
770
$1K ﹤0.01%
+17
771
$1K ﹤0.01%
+15
772
$1K ﹤0.01%
+18
773
$1K ﹤0.01%
12
774
$1K ﹤0.01%
+58
775
$1K ﹤0.01%
10
29 30
31
32 33