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
976
$2.35K ﹤0.01%
10
977
$2.32K ﹤0.01%
+193
978
$2.32K ﹤0.01%
30
979
$2.28K ﹤0.01%
+94
980
$2.27K ﹤0.01%
130
-2
981
$2.26K ﹤0.01%
20
982
$2.25K ﹤0.01%
64
983
$2.23K ﹤0.01%
16
984
$2.22K ﹤0.01%
7
985
$2.19K ﹤0.01%
19
986
$2.18K ﹤0.01%
31
+10
987
$2.13K ﹤0.01%
176
988
$2.1K ﹤0.01%
142
989
$2.06K ﹤0.01%
67
990
$2.03K ﹤0.01%
51
991
$2.01K ﹤0.01%
26
-7
992
$1.92K ﹤0.01%
69
993
$1.92K ﹤0.01%
48
+8
994
$1.86K ﹤0.01%
4
995
$1.83K ﹤0.01%
9
996
$1.78K ﹤0.01%
34
997
$1.78K ﹤0.01%
37
-10
998
$1.74K ﹤0.01%
57
999
$1.73K ﹤0.01%
24
1000
$1.71K ﹤0.01%
70
+56
38 39
40
41 42