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
$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
751
$1K ﹤0.01%
169
+113
752
$1K ﹤0.01%
104
-3
753
$1K ﹤0.01%
3
-4
754
$1K ﹤0.01%
5
-86
755
$1K ﹤0.01%
18
-10
756
$1K ﹤0.01%
38
757
$1K ﹤0.01%
27
+10
758
$1K ﹤0.01%
95
+11
759
$1K ﹤0.01%
88
+31
760
$1K ﹤0.01%
15
+7
761
$1K ﹤0.01%
77
-125
762
$1K ﹤0.01%
+71
763
$1K ﹤0.01%
+301
764
$1K ﹤0.01%
+56
765
$1K ﹤0.01%
137
-46
766
$1K ﹤0.01%
28
767
$1K ﹤0.01%
27
768
$1K ﹤0.01%
69
-5
769
$1K ﹤0.01%
22
770
$1K ﹤0.01%
34
-52
771
$1K ﹤0.01%
28
772
$1K ﹤0.01%
33
-32
773
$1K ﹤0.01%
8
774
$1K ﹤0.01%
7
775
$1K ﹤0.01%
21
-3
29 30
31
32 33