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
$583M
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.62M
3
+$4.35M
4
AAPL icon
Apple
AAPL
+$3.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.15M

Top Sells

1
+$9.74M
2
+$5.8M
3
+$5.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.64M
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
801
$1K ﹤0.01%
42
+28
802
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+29
803
$1K ﹤0.01%
5
+4
804
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70
+13
805
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79
-12
806
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+14
807
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+26
808
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5
-2
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25
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810
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14
811
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16
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812
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813
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4
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814
$1K ﹤0.01%
+26
815
$1K ﹤0.01%
20
-7
816
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20
817
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+6
818
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66
+38
819
$1K ﹤0.01%
+37
820
$1K ﹤0.01%
31
-1
821
$1K ﹤0.01%
+17
822
$1K ﹤0.01%
+5
823
$1K ﹤0.01%
290
824
$1K ﹤0.01%
+17
825
$1K ﹤0.01%
45
31 32
33
34 35