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
801
$1K ﹤0.01%
319
-31
802
$1K ﹤0.01%
17
+5
803
$1K ﹤0.01%
49
-43
804
$1K ﹤0.01%
36
-140
805
$1K ﹤0.01%
32
806
$1K ﹤0.01%
54
+16
807
$1K ﹤0.01%
10
808
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+11
809
$1K ﹤0.01%
47
-18
810
$1K ﹤0.01%
45
811
$1K ﹤0.01%
9
-8
812
$1K ﹤0.01%
18
813
$1K ﹤0.01%
14
814
$1K ﹤0.01%
77
-19
815
$1K ﹤0.01%
137
-100
816
$1K ﹤0.01%
29
-47
817
$1K ﹤0.01%
11
-9
818
$1K ﹤0.01%
105
+43
819
$1K ﹤0.01%
14
820
$1K ﹤0.01%
28
+2
821
$1K ﹤0.01%
5
822
$1K ﹤0.01%
+26
823
$1K ﹤0.01%
7
-7
824
$1K ﹤0.01%
13
-3
825
$1K ﹤0.01%
18
31 32
33
34 35