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
$760M
AUM Growth
-$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.98M
3
+$978K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$977K
5
BND icon
Vanguard Total Bond Market
BND
+$627K

Top Sells

1
+$16.3M
2
+$15.7M
3
+$11.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$6.84M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.29M

Sector Composition

1 Technology 18.39%
2 Industrials 11.77%
3 Financials 7.7%
4 Consumer Discretionary 6.75%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$2.59K ﹤0.01%
8
977
$2.56K ﹤0.01%
27
-19
978
$2.55K ﹤0.01%
24
-100
979
$2.54K ﹤0.01%
30
-9
980
$2.51K ﹤0.01%
8
981
$2.47K ﹤0.01%
64
982
$2.43K ﹤0.01%
16
+15
983
$2.41K ﹤0.01%
23
-26
984
$2.4K ﹤0.01%
25
985
$2.39K ﹤0.01%
51
986
$2.36K ﹤0.01%
19
-139
987
$2.35K ﹤0.01%
+53
988
$2.34K ﹤0.01%
87
-111
989
$2.33K ﹤0.01%
9
990
$2.3K ﹤0.01%
3
991
$2.23K ﹤0.01%
28
-200
992
$2.21K ﹤0.01%
17
-10
993
$2.14K ﹤0.01%
10
+9
994
$2.12K ﹤0.01%
+12
995
$2.1K ﹤0.01%
18
996
$2.1K ﹤0.01%
+136
997
$2.1K ﹤0.01%
33
-5
998
$2.08K ﹤0.01%
69
999
$2.07K ﹤0.01%
26
-7
1000
$2.04K ﹤0.01%
4
38 39
40
41 42