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
$574M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$8.94M
3
+$4.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
VTV icon
Vanguard Value ETF
VTV
+$1.25M

Top Sells

1
+$3.81M
2
+$3.63M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$965K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$652K

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
751
$1K ﹤0.01%
28
752
$1K ﹤0.01%
27
753
$1K ﹤0.01%
69
-5
754
$1K ﹤0.01%
22
755
$1K ﹤0.01%
21
-3
756
$1K ﹤0.01%
+19
757
$1K ﹤0.01%
100
758
$1K ﹤0.01%
47
759
$1K ﹤0.01%
42
760
$1K ﹤0.01%
20
-13
761
$1K ﹤0.01%
365
+144
762
$1K ﹤0.01%
40
763
$1K ﹤0.01%
4
-1
764
$1K ﹤0.01%
22
-2
765
$1K ﹤0.01%
24
-17
766
$1K ﹤0.01%
4
-2
767
$1K ﹤0.01%
319
-31
768
$1K ﹤0.01%
17
+5
769
$1K ﹤0.01%
49
-43
770
$1K ﹤0.01%
36
-140
771
$1K ﹤0.01%
11
-9
772
$1K ﹤0.01%
105
+43
773
$1K ﹤0.01%
14
774
$1K ﹤0.01%
28
+2
775
$1K ﹤0.01%
5
29 30
31
32 33