MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
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
+$12.3M
2
+$7.3M
3
+$4.65M
4
AAPL icon
Apple
AAPL
+$3.73M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.34M

Top Sells

1
+$9.74M
2
+$5.84M
3
+$5.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.88M
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%
20
852
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16
+6
853
$1K ﹤0.01%
66
+38
854
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+37
855
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31
-1
856
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91
-114
857
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8
858
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5
-2
859
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+10
860
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62
+52
861
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+33
862
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80
863
$1K ﹤0.01%
+17
864
$1K ﹤0.01%
+5
865
$1K ﹤0.01%
290
866
$1K ﹤0.01%
+17
867
$1K ﹤0.01%
+5
868
$1K ﹤0.01%
33
-36
869
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+90
870
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103
-46
871
$1K ﹤0.01%
45
872
$1K ﹤0.01%
30
+2
873
$1K ﹤0.01%
16
-9
874
$1K ﹤0.01%
36
-15
875
$1K ﹤0.01%
17
+5
33 34
35
36 37