MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
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
+$1.12M
2
+$975K
3
+$636K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$518K
5
NVDA icon
NVIDIA
NVDA
+$478K

Top Sells

1
+$10.4M
2
+$6.47M
3
+$4.22M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.06M

Sector Composition

1 Technology 15.54%
2 Industrials 14.55%
3 Financials 7.79%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$5.39K ﹤0.01%
171
+121
877
$5.37K ﹤0.01%
354
+242
878
$5.37K ﹤0.01%
40
+1
879
$5.35K ﹤0.01%
81
880
$5.34K ﹤0.01%
31
+7
881
$5.26K ﹤0.01%
81
+35
882
$5.25K ﹤0.01%
66
883
$5.12K ﹤0.01%
28
884
$5.09K ﹤0.01%
115
885
$5.08K ﹤0.01%
76
-118
886
$5.07K ﹤0.01%
103
-26
887
$5.05K ﹤0.01%
470
888
$5.05K ﹤0.01%
36
889
$4.98K ﹤0.01%
23
890
$4.93K ﹤0.01%
550
-804
891
$4.9K ﹤0.01%
150
+9
892
$4.89K ﹤0.01%
255
893
$4.89K ﹤0.01%
53
894
$4.86K ﹤0.01%
38
895
$4.8K ﹤0.01%
70
896
$4.8K ﹤0.01%
+459
897
$4.73K ﹤0.01%
157
898
$4.7K ﹤0.01%
60
899
$4.67K ﹤0.01%
1,420
900
$4.67K ﹤0.01%
541
+360
34 35
36
37 38