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
826
$1K ﹤0.01%
88
+31
827
$1K ﹤0.01%
+147
828
$1K ﹤0.01%
15
+7
829
$1K ﹤0.01%
+5
830
$1K ﹤0.01%
21
-3
831
$1K ﹤0.01%
+19
832
$1K ﹤0.01%
6
833
$1K ﹤0.01%
+27
834
$1K ﹤0.01%
+48
835
$1K ﹤0.01%
138
-33
836
$1K ﹤0.01%
47
-18
837
$1K ﹤0.01%
45
838
$1K ﹤0.01%
9
-8
839
$1K ﹤0.01%
18
840
$1K ﹤0.01%
14
841
$1K ﹤0.01%
77
-19
842
$1K ﹤0.01%
137
-100
843
$1K ﹤0.01%
29
-47
844
$1K ﹤0.01%
11
-9
845
$1K ﹤0.01%
105
+43
846
$1K ﹤0.01%
14
847
$1K ﹤0.01%
28
+2
848
$1K ﹤0.01%
5
849
$1K ﹤0.01%
18
850
$1K ﹤0.01%
8
32 33
34
35 36