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
751
$16.3K ﹤0.01%
146
-2,352
752
$16K ﹤0.01%
441
+375
753
$15.8K ﹤0.01%
392
-58
754
$15.8K ﹤0.01%
28
+10
755
$15.8K ﹤0.01%
175
+4
756
$15.7K ﹤0.01%
92
+11
757
$15.6K ﹤0.01%
267
+106
758
$15.6K ﹤0.01%
+462
759
$15.6K ﹤0.01%
407
-65
760
$15.6K ﹤0.01%
319
761
$15.5K ﹤0.01%
46
+2
762
$15.5K ﹤0.01%
158
763
$15.4K ﹤0.01%
91
-17
764
$15.4K ﹤0.01%
124
+100
765
$15.2K ﹤0.01%
59
+15
766
$15.2K ﹤0.01%
200
767
$15.1K ﹤0.01%
237
768
$15K ﹤0.01%
57
+10
769
$14.4K ﹤0.01%
1,069
770
$14.3K ﹤0.01%
531
+266
771
$14.2K ﹤0.01%
935
772
$14.1K ﹤0.01%
540
-134
773
$14K ﹤0.01%
219
-6
774
$13.9K ﹤0.01%
5,850
775
$13.8K ﹤0.01%
306
29 30
31
32 33