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
$854M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$959K
3
+$613K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$509K
5
LLY icon
Eli Lilly
LLY
+$484K

Top Sells

1
+$10M
2
+$6.23M
3
+$4.05M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.96M

Sector Composition

1 Technology 15.52%
2 Industrials 14.55%
3 Financials 7.81%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3.74K ﹤0.01%
2,380
927
$3.74K ﹤0.01%
79
928
$3.73K ﹤0.01%
214
929
$3.71K ﹤0.01%
90
930
$3.68K ﹤0.01%
37
931
$3.67K ﹤0.01%
46
932
$3.65K ﹤0.01%
76
-50
933
$3.65K ﹤0.01%
201
934
$3.59K ﹤0.01%
33
935
$3.59K ﹤0.01%
17
936
$3.59K ﹤0.01%
37
937
$3.54K ﹤0.01%
105
938
$3.53K ﹤0.01%
130
939
$3.52K ﹤0.01%
16
-1
940
$3.52K ﹤0.01%
75
-1
941
$3.52K ﹤0.01%
101
942
$3.46K ﹤0.01%
33
943
$3.44K ﹤0.01%
99
944
$3.41K ﹤0.01%
1,200
-1,370
945
$3.4K ﹤0.01%
55
946
$3.39K ﹤0.01%
9
+5
947
$3.39K ﹤0.01%
88
+32
948
$3.38K ﹤0.01%
12
949
$3.29K ﹤0.01%
62
950
$3.25K ﹤0.01%
8
36 37
38
39 40