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
$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%
31
-2
852
$1K ﹤0.01%
58
-42
853
$1K ﹤0.01%
85
-40
854
$1K ﹤0.01%
85
-125
855
$1K ﹤0.01%
26
+10
856
$1K ﹤0.01%
129
-51
857
$1K ﹤0.01%
25
-45
858
$1K ﹤0.01%
132
-157
859
$1K ﹤0.01%
41
+11
860
$1K ﹤0.01%
8
-5
861
$1K ﹤0.01%
99
+1
862
$1K ﹤0.01%
55
-14
863
$1K ﹤0.01%
28
864
$1K ﹤0.01%
5
865
$1K ﹤0.01%
+155
866
$1K ﹤0.01%
169
+91
867
$1K ﹤0.01%
+35
868
$1K ﹤0.01%
126
-160
869
$1K ﹤0.01%
32
-15
870
$1K ﹤0.01%
13
871
$1K ﹤0.01%
9
-2
872
$1K ﹤0.01%
+32
873
$1K ﹤0.01%
11
-52
874
$1K ﹤0.01%
32
-1
875
– –
-14
33 34
35
36 37