MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$854M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$975K
3 +$636K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$518K
5
NVDA icon
NVIDIA
NVDA
+$478K

Top Sells

1 +$10.4M
2 +$6.47M
3 +$4.22M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.06M

Sector Composition

1 Technology 15.54%
2 Industrials 14.55%
3 Financials 7.79%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$9.47K ﹤0.01%
1,876
802
$9.43K ﹤0.01%
55
803
$9.37K ﹤0.01%
467
+18
804
$9.36K ﹤0.01%
262
-10
805
$9.27K ﹤0.01%
263
806
$9.27K ﹤0.01%
78
807
$9.21K ﹤0.01%
131
808
$9.19K ﹤0.01%
2,146
809
$9.15K ﹤0.01%
542
810
$9.13K ﹤0.01%
200
811
$9.13K ﹤0.01%
121
+111
812
$9.08K ﹤0.01%
+396
813
$9K ﹤0.01%
336
+120
814
$8.97K ﹤0.01%
221
-1,268
815
$8.97K ﹤0.01%
+447
816
$8.93K ﹤0.01%
103
-5
817
$8.92K ﹤0.01%
750
818
$8.92K ﹤0.01%
133
+45
819
$8.88K ﹤0.01%
300
820
$8.82K ﹤0.01%
86
821
$8.72K ﹤0.01%
253
+252
822
$8.72K ﹤0.01%
235
823
$8.68K ﹤0.01%
236
+11
824
$8.66K ﹤0.01%
63
825
$8.59K ﹤0.01%
32
-16