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
$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
901
$1K ﹤0.01%
+84
902
$1K ﹤0.01%
54
-219
903
$1K ﹤0.01%
78
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904
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+104
905
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+19
906
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38
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907
$1K ﹤0.01%
20
908
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+16
909
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38
+9
910
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+133
911
$1K ﹤0.01%
24
+4
912
$1K ﹤0.01%
56
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913
$1K ﹤0.01%
+34
914
$1K ﹤0.01%
+340
915
$1K ﹤0.01%
107
+62
916
$1K ﹤0.01%
49
-50
917
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919
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920
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924
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925
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-41
35 36
37
38 39