MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$695M
AUM Growth
-$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$773K
3
+$765K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$762K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$714K

Top Sells

1
+$14.1M
2
+$4.88M
3
+$4.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.48M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.81M

Sector Composition

1 Industrials 20.78%
2 Technology 10.33%
3 Financials 7.82%
4 Healthcare 5.79%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$1K ﹤0.01%
27
-31
952
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+12
953
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+371
954
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6
955
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+7
956
$1K ﹤0.01%
5
957
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47
958
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12
959
$1K ﹤0.01%
+8
960
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17
-15
961
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23
+1
962
$1K ﹤0.01%
21
+4
963
$1K ﹤0.01%
125
964
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+25
965
$1K ﹤0.01%
6
-1
966
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26
+2
967
$1K ﹤0.01%
30
+6
968
$1K ﹤0.01%
+12
969
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16
970
$1K ﹤0.01%
+13
971
$1K ﹤0.01%
+50
972
$1K ﹤0.01%
50
-41
973
$1K ﹤0.01%
8
-17
974
$1K ﹤0.01%
+32
975
$1K ﹤0.01%
+85
37 38
39
40 41