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
1001
$1.94K ﹤0.01%
4
1002
$1.94K ﹤0.01%
16
1003
$1.89K ﹤0.01%
234
1004
$1.88K ﹤0.01%
6
1005
$1.85K ﹤0.01%
1,200
1006
$1.84K ﹤0.01%
34
1007
$1.79K ﹤0.01%
23
1008
$1.78K ﹤0.01%
9
1009
$1.77K ﹤0.01%
18
1010
$1.75K ﹤0.01%
+23
1011
$1.71K ﹤0.01%
64
+10
1012
$1.7K ﹤0.01%
7
-5
1013
$1.7K ﹤0.01%
5
-5
1014
$1.69K ﹤0.01%
24
1015
$1.68K ﹤0.01%
23
1016
$1.67K ﹤0.01%
145
+129
1017
$1.66K ﹤0.01%
70
1018
$1.66K ﹤0.01%
30
-17
1019
$1.65K ﹤0.01%
+66
1020
$1.64K ﹤0.01%
22
-9
1021
$1.61K ﹤0.01%
112
+19
1022
$1.58K ﹤0.01%
+70
1023
$1.57K ﹤0.01%
40
-26
1024
$1.56K ﹤0.01%
9
-1
1025
$1.54K ﹤0.01%
10
-4
39 40
41
42 43