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
851
$1K ﹤0.01%
+104
852
$1K ﹤0.01%
+19
853
$1K ﹤0.01%
38
-22
854
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20
855
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24
+4
856
$1K ﹤0.01%
56
-204
857
$1K ﹤0.01%
+34
858
$1K ﹤0.01%
+340
859
$1K ﹤0.01%
107
+62
860
$1K ﹤0.01%
47
861
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42
+23
862
$1K ﹤0.01%
38
-127
863
$1K ﹤0.01%
10
864
$1K ﹤0.01%
9
-28
865
$1K ﹤0.01%
+45
866
$1K ﹤0.01%
+20
867
$1K ﹤0.01%
+95
868
$1K ﹤0.01%
20
-12
869
$1K ﹤0.01%
+92
870
$1K ﹤0.01%
40
871
$1K ﹤0.01%
+14
872
$1K ﹤0.01%
+16
873
$1K ﹤0.01%
38
+9
874
$1K ﹤0.01%
+133
875
$1K ﹤0.01%
75
33 34
35
36 37