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
$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%
30
+2
852
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16
-9
853
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36
-15
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17
+5
855
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28
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856
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30
-100
857
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494
+120
858
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859
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860
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8
+1
861
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7
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862
$1K ﹤0.01%
5
863
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7
-1
864
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78
-155
865
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17
866
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171
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867
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+13
868
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33
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869
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28
+2
870
$1K ﹤0.01%
32
+2
871
$1K ﹤0.01%
15
+3
872
$1K ﹤0.01%
18
+5
873
$1K ﹤0.01%
+14
874
$1K ﹤0.01%
252
-113
875
$1K ﹤0.01%
41
-126
33 34
35
36 37