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
$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
776
$1K ﹤0.01%
30
777
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26
+10
778
$1K ﹤0.01%
129
-51
779
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25
-45
780
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781
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41
+11
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8
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99
+1
784
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55
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785
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786
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32
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787
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13
788
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9
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789
$1K ﹤0.01%
+32
790
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18
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32
795
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17
+2
796
$1K ﹤0.01%
+32
797
$1K ﹤0.01%
92
-160
798
$1K ﹤0.01%
38
799
$1K ﹤0.01%
27
+10
800
$1K ﹤0.01%
95
+11
30 31
32
33 34