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
1001
$1.71K ﹤0.01%
23
1002
$1.67K ﹤0.01%
4
1003
$1.66K ﹤0.01%
22
1004
$1.6K ﹤0.01%
48
1005
$1.6K ﹤0.01%
5
1006
$1.57K ﹤0.01%
60
+14
1007
$1.55K ﹤0.01%
8
-986
1008
$1.52K ﹤0.01%
34
1009
$1.51K ﹤0.01%
51
+23
1010
$1.5K ﹤0.01%
4
1011
$1.5K ﹤0.01%
49
1012
$1.47K ﹤0.01%
23
1013
$1.46K ﹤0.01%
7
1014
$1.45K ﹤0.01%
5
1015
$1.41K ﹤0.01%
43
+10
1016
$1.34K ﹤0.01%
23
1017
$1.32K ﹤0.01%
152
1018
$1.31K ﹤0.01%
13
1019
$1.26K ﹤0.01%
400
-780
1020
$1.25K ﹤0.01%
15
+9
1021
$1.21K ﹤0.01%
6
1022
$1.2K ﹤0.01%
2
1023
$1.17K ﹤0.01%
+29
1024
$1.16K ﹤0.01%
10
1025
$1.15K ﹤0.01%
+3
39 40
41
42 43