MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
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
+$1.12M
2
+$975K
3
+$636K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$518K
5
NVDA icon
NVIDIA
NVDA
+$478K

Top Sells

1
+$10.4M
2
+$6.47M
3
+$4.22M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.06M

Sector Composition

1 Technology 15.54%
2 Industrials 14.55%
3 Financials 7.79%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$3.24K ﹤0.01%
83
952
$3.2K ﹤0.01%
30
953
$3.15K ﹤0.01%
143
954
$3.11K ﹤0.01%
93
955
$3.1K ﹤0.01%
9
+3
956
$3.1K ﹤0.01%
46
957
$3.06K ﹤0.01%
42
+5
958
$3K ﹤0.01%
26
959
$2.98K ﹤0.01%
15
-5
960
$2.96K ﹤0.01%
+37
961
$2.95K ﹤0.01%
+33
962
$2.92K ﹤0.01%
5
963
$2.74K ﹤0.01%
7
-11
964
$2.71K ﹤0.01%
48
965
$2.67K ﹤0.01%
24
-15
966
$2.64K ﹤0.01%
30
967
$2.61K ﹤0.01%
95
+17
968
$2.52K ﹤0.01%
+32
969
$2.5K ﹤0.01%
+258
970
$2.46K ﹤0.01%
132
971
$2.46K ﹤0.01%
33
972
$2.42K ﹤0.01%
16
973
$2.41K ﹤0.01%
29
974
$2.4K ﹤0.01%
25
-9
975
$2.39K ﹤0.01%
18
37 38
39
40 41