MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$680M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.1M
3
+$7.05M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$6.47M
5
AMZN icon
Amazon
AMZN
+$4.95M

Top Sells

1
+$4.69M
2
+$1.6M
3
+$1.53M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.29M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.22M

Sector Composition

1 Industrials 17.44%
2 Technology 8.98%
3 Financials 7.67%
4 Healthcare 5.16%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
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1027
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1028
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1029
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-4
1030
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1031
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1032
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-1,000
1033
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1034
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1035
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1036
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-965
1037
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1038
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1039
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1040
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1041
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1042
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1043
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1044
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1045
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1046
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1047
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-9,726
1048
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-17,250
1049
– –
-7
1050
– –
-917
40 41
42
43 44