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
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.84M
3
+$1.71M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M

Top Sells

1
+$4.85M
2
+$4.81M
3
+$2.61M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.63M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.03M

Sector Composition

1 Technology 15.24%
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
901
$5.01K ﹤0.01%
590
902
$5K ﹤0.01%
70
903
$4.99K ﹤0.01%
24
-60
904
$4.89K ﹤0.01%
14
905
$4.83K ﹤0.01%
203
906
$4.75K ﹤0.01%
204
+153
907
$4.73K ﹤0.01%
33
908
$4.73K ﹤0.01%
69
+3
909
$4.67K ﹤0.01%
255
910
$4.65K ﹤0.01%
245
+206
911
$4.61K ﹤0.01%
14
912
$4.59K ﹤0.01%
60
913
$4.57K ﹤0.01%
35
+3
914
$4.52K ﹤0.01%
105
915
$4.5K ﹤0.01%
519
-176
916
$4.5K ﹤0.01%
46
+27
917
$4.39K ﹤0.01%
42
+12
918
$4.37K ﹤0.01%
550
919
$4.35K ﹤0.01%
164
+98
920
$4.33K ﹤0.01%
49
921
$4.3K ﹤0.01%
27
922
$4.28K ﹤0.01%
+100
923
$4.26K ﹤0.01%
16
924
$4.24K ﹤0.01%
168
+94
925
$4.15K ﹤0.01%
125
35 36
37
38 39