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
876
$1K ﹤0.01%
19
-16
877
$1K ﹤0.01%
29
+2
878
$1K ﹤0.01%
38
879
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15
-31
880
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17
-13
881
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54
-219
882
$1K ﹤0.01%
78
-308
883
$1K ﹤0.01%
+104
884
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+19
885
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38
-22
886
$1K ﹤0.01%
20
887
$1K ﹤0.01%
+16
888
$1K ﹤0.01%
38
+9
889
$1K ﹤0.01%
+133
890
$1K ﹤0.01%
75
891
$1K ﹤0.01%
32
892
$1K ﹤0.01%
24
+4
893
$1K ﹤0.01%
56
-204
894
$1K ﹤0.01%
+34
895
$1K ﹤0.01%
+340
896
$1K ﹤0.01%
107
+62
897
$1K ﹤0.01%
49
-50
898
$1K ﹤0.01%
+39
899
$1K ﹤0.01%
+73
900
$1K ﹤0.01%
39
-42
34 35
36
37 38