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
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.61M
3
+$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1
+$4.78M
2
+$4.37M
3
+$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$10.8K ﹤0.01%
160
+12
802
$10.8K ﹤0.01%
123
-71
803
$10.8K ﹤0.01%
1,920
-169
804
$10.8K ﹤0.01%
320
805
$10.7K ﹤0.01%
1,206
806
$10.7K ﹤0.01%
+100
807
$10.5K ﹤0.01%
1,900
808
$10.4K ﹤0.01%
542
809
$10.3K ﹤0.01%
244
+235
810
$10.2K ﹤0.01%
7,550
811
$10.2K ﹤0.01%
222
-8
812
$10.1K ﹤0.01%
160
813
$10.1K ﹤0.01%
24
+9
814
$10.1K ﹤0.01%
289
+36
815
$10.1K ﹤0.01%
1,140
-3,232
816
$10.1K ﹤0.01%
278
-125
817
$9.98K ﹤0.01%
116
+38
818
$9.96K ﹤0.01%
1,487
-1,147
819
$9.9K ﹤0.01%
145
-9
820
$9.87K ﹤0.01%
1,876
821
$9.76K ﹤0.01%
+5
822
$9.73K ﹤0.01%
129
823
$9.72K ﹤0.01%
355
824
$9.72K ﹤0.01%
138
+63
825
$9.53K ﹤0.01%
+1,200
31 32
33
34 35