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
$854M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$959K
3
+$613K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$509K
5
LLY icon
Eli Lilly
LLY
+$484K

Top Sells

1
+$10M
2
+$6.23M
3
+$4.05M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.96M

Sector Composition

1 Technology 15.52%
2 Industrials 14.55%
3 Financials 7.81%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$6.96K ﹤0.01%
246
852
$6.83K ﹤0.01%
200
853
$6.66K ﹤0.01%
74
854
$6.65K ﹤0.01%
695
855
$6.47K ﹤0.01%
67
-4
856
$6.43K ﹤0.01%
40
+24
857
$6.34K ﹤0.01%
33
+30
858
$6.19K ﹤0.01%
174
859
$6.17K ﹤0.01%
56
-6
860
$6.12K ﹤0.01%
14
861
$6.11K ﹤0.01%
19
862
$6.11K ﹤0.01%
75
+32
863
$6.09K ﹤0.01%
29
864
$6.08K ﹤0.01%
+216
865
$6.07K ﹤0.01%
37
+14
866
$6.06K ﹤0.01%
34
+13
867
$6.01K ﹤0.01%
76
+59
868
$5.97K ﹤0.01%
355
+123
869
$5.97K ﹤0.01%
30
870
$5.96K ﹤0.01%
100
871
$5.9K ﹤0.01%
154
+112
872
$5.88K ﹤0.01%
37
873
$5.65K ﹤0.01%
129
874
$5.52K ﹤0.01%
3
+1
875
$5.52K ﹤0.01%
240
33 34
35
36 37