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
851
$1K ﹤0.01%
5
-56
852
$1K ﹤0.01%
163
+70
853
$1K ﹤0.01%
51
-17
854
$1K ﹤0.01%
+9
855
$1K ﹤0.01%
+65
856
$1K ﹤0.01%
37
+17
857
$1K ﹤0.01%
4
-3
858
$1K ﹤0.01%
4
-88
859
$1K ﹤0.01%
16
860
$1K ﹤0.01%
66
861
$1K ﹤0.01%
+6
862
$1K ﹤0.01%
5
863
$1K ﹤0.01%
+155
864
$1K ﹤0.01%
169
+91
865
$1K ﹤0.01%
+35
866
$1K ﹤0.01%
126
-160
867
$1K ﹤0.01%
6
-7
868
$1K ﹤0.01%
74
-23
869
$1K ﹤0.01%
14
-5
870
$1K ﹤0.01%
86
-16
871
$1K ﹤0.01%
35
-236
872
$1K ﹤0.01%
5
873
$1K ﹤0.01%
8
874
$1K ﹤0.01%
50
-30
875
– –
-44
33 34
35
36 37