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
826
$1K ﹤0.01%
30
+2
827
$1K ﹤0.01%
16
-9
828
$1K ﹤0.01%
36
-15
829
$1K ﹤0.01%
17
+5
830
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494
+120
831
$1K ﹤0.01%
13
-15
832
$1K ﹤0.01%
+98
833
$1K ﹤0.01%
8
+1
834
$1K ﹤0.01%
7
+1
835
$1K ﹤0.01%
5
836
$1K ﹤0.01%
7
-1
837
$1K ﹤0.01%
78
-155
838
$1K ﹤0.01%
17
839
$1K ﹤0.01%
171
-28
840
$1K ﹤0.01%
+13
841
$1K ﹤0.01%
33
-1
842
$1K ﹤0.01%
32
+2
843
$1K ﹤0.01%
15
+3
844
$1K ﹤0.01%
18
+5
845
$1K ﹤0.01%
+14
846
$1K ﹤0.01%
252
-113
847
$1K ﹤0.01%
41
-126
848
$1K ﹤0.01%
+84
849
$1K ﹤0.01%
54
-219
850
$1K ﹤0.01%
78
-308
32 33
34
35 36