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
801
$1K ﹤0.01%
78
802
$1K ﹤0.01%
104
803
$1K ﹤0.01%
23
+13
804
$1K ﹤0.01%
13
-7
805
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4
-7
806
$1K ﹤0.01%
19
807
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68
-26
808
$1K ﹤0.01%
20
809
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30
-3
810
$1K ﹤0.01%
+3
811
$1K ﹤0.01%
16
812
$1K ﹤0.01%
25
-1,135
813
$1K ﹤0.01%
42
814
$1K ﹤0.01%
75
815
$1K ﹤0.01%
20
-12
816
$1K ﹤0.01%
23
-1
817
$1K ﹤0.01%
7
-99
818
$1K ﹤0.01%
+13
819
$1K ﹤0.01%
68
-95
820
$1K ﹤0.01%
47
-42
821
$1K ﹤0.01%
169
+113
822
$1K ﹤0.01%
104
-3
823
$1K ﹤0.01%
3
-4
824
$1K ﹤0.01%
35
-4
825
$1K ﹤0.01%
+307
31 32
33
34 35