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
$861M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.33M
3
+$1.45M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.03M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$783K

Top Sells

1
+$6.49M
2
+$1.06M
3
+$1.03M
4
OSEA icon
Harbor International Compounders ETF
OSEA
+$900K
5
CAT icon
Caterpillar
CAT
+$892K

Sector Composition

1 Technology 15.99%
2 Industrials 13.46%
3 Financials 8.15%
4 Consumer Discretionary 6.28%
5 Healthcare 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3.88K ﹤0.01%
201
927
$3.86K ﹤0.01%
30
+2
928
$3.77K ﹤0.01%
46
929
$3.76K ﹤0.01%
78
930
$3.57K ﹤0.01%
93
931
$3.56K ﹤0.01%
55
932
$3.53K ﹤0.01%
42
+13
933
$3.49K ﹤0.01%
+862
934
$3.46K ﹤0.01%
250
935
$3.42K ﹤0.01%
50
936
$3.41K ﹤0.01%
10
+1
937
$3.4K ﹤0.01%
76
938
$3.38K ﹤0.01%
83
939
$3.36K ﹤0.01%
57
940
$3.35K ﹤0.01%
33
941
$3.34K ﹤0.01%
59
-3
942
$3.34K ﹤0.01%
23
943
$3.31K ﹤0.01%
90
944
$3.29K ﹤0.01%
43
-580
945
$3.26K ﹤0.01%
101
946
$3.21K ﹤0.01%
104
+95
947
$3.18K ﹤0.01%
105
948
$3.15K ﹤0.01%
90
+70
949
$3.14K ﹤0.01%
99
950
$3.14K ﹤0.01%
400
36 37
38
39 40