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
$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
776
$1K ﹤0.01%
34
-11
777
$1K ﹤0.01%
+18
778
$1K ﹤0.01%
21
-15
779
$1K ﹤0.01%
+7
780
$1K ﹤0.01%
8
781
$1K ﹤0.01%
11
+5
782
$1K ﹤0.01%
8
783
$1K ﹤0.01%
+6
784
$1K ﹤0.01%
56
-48
785
$1K ﹤0.01%
87
-10
786
$1K ﹤0.01%
743
+327
787
$1K ﹤0.01%
57
-122
788
$1K ﹤0.01%
27
789
$1K ﹤0.01%
53
-296
790
$1K ﹤0.01%
+40
791
$1K ﹤0.01%
21
-53
792
$1K ﹤0.01%
10
+6
793
$1K ﹤0.01%
17
794
$1K ﹤0.01%
47
795
$1K ﹤0.01%
42
+23
796
$1K ﹤0.01%
+20
797
$1K ﹤0.01%
40
798
$1K ﹤0.01%
+14
799
$1K ﹤0.01%
75
800
$1K ﹤0.01%
32
30 31
32
33 34