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

Top Buys

1
+$12.3M
2
+$7.3M
3
+$4.65M
4
AAPL icon
Apple
AAPL
+$3.73M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.34M

Top Sells

1
+$9.74M
2
+$5.84M
3
+$5.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.88M
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
751
$2K ﹤0.01%
20
-16
752
$2K ﹤0.01%
11
+6
753
$2K ﹤0.01%
35
+30
754
$2K ﹤0.01%
94
+34
755
$2K ﹤0.01%
33
756
$2K ﹤0.01%
42
757
$2K ﹤0.01%
163
-4
758
$2K ﹤0.01%
+60
759
$2K ﹤0.01%
89
+33
760
$2K ﹤0.01%
267
-115
761
$2K ﹤0.01%
+91
762
$2K ﹤0.01%
7
-5
763
$2K ﹤0.01%
+30
764
$2K ﹤0.01%
+46
765
$2K ﹤0.01%
672
-349
766
$2K ﹤0.01%
+19
767
$2K ﹤0.01%
+255
768
$2K ﹤0.01%
13
-14
769
$2K ﹤0.01%
+94
770
$2K ﹤0.01%
42
-4
771
$2K ﹤0.01%
+142
772
$2K ﹤0.01%
119
+2
773
$1K ﹤0.01%
+84
774
$1K ﹤0.01%
27
+9
775
$1K ﹤0.01%
7
+2
29 30
31
32 33