MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
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
– –
-5
1027
– –
-3
1028
– –
-158
1029
– –
-10
1030
– –
-2,531
1031
– –
-4
1032
– –
-24
1033
– –
-10
1034
– –
-2,390
1035
– –
-8
1036
– –
0
1037
– –
-12
1038
– –
-32
1039
– –
-9,726
1040
– –
-17,250
1041
– –
-51,285
1042
– –
-35
1043
– –
-13
1044
– –
-32
1045
– –
-32
1046
– –
-17
1047
– –
-1,860
1048
– –
-1,068
1049
– –
-7
1050
– –
-1,240
40 41
42
43 44