MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.61M
3
+$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1
+$4.78M
2
+$4.37M
3
+$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$7.43K ﹤0.01%
750
852
$7.4K ﹤0.01%
50
+5
853
$7.35K ﹤0.01%
1,510
854
$7.34K ﹤0.01%
556
855
$7.34K ﹤0.01%
48
+11
856
$7.31K ﹤0.01%
56
+47
857
$7.18K ﹤0.01%
118
+68
858
$7.15K ﹤0.01%
196
859
$7.08K ﹤0.01%
135
+4
860
$7.05K ﹤0.01%
34
861
$7.05K ﹤0.01%
216
+168
862
$7.04K ﹤0.01%
+435
863
$7.02K ﹤0.01%
70
+4
864
$6.92K ﹤0.01%
114
-257
865
$6.76K ﹤0.01%
116
+1
866
$6.73K ﹤0.01%
42
+16
867
$6.72K ﹤0.01%
198
+144
868
$6.62K ﹤0.01%
58
+18
869
$6.34K ﹤0.01%
53
870
$6.32K ﹤0.01%
19
871
$6.32K ﹤0.01%
300
872
$6.31K ﹤0.01%
+126
873
$6.24K ﹤0.01%
33
+1
874
$6.2K ﹤0.01%
37
875
$6.18K ﹤0.01%
100
+28
33 34
35
36 37