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
1051
$844 ﹤0.01%
76
-25
1052
$831 ﹤0.01%
52
1053
$817 ﹤0.01%
11
1054
$812 ﹤0.01%
11
-175
1055
$810 ﹤0.01%
15
+13
1056
$796 ﹤0.01%
3
1057
$796 ﹤0.01%
7
1058
$792 ﹤0.01%
+7
1059
$783 ﹤0.01%
16
-70
1060
$773 ﹤0.01%
9
1061
$769 ﹤0.01%
3
-1
1062
$767 ﹤0.01%
2
1063
$760 ﹤0.01%
7
-1
1064
$756 ﹤0.01%
4
1065
$745 ﹤0.01%
12
1066
$714 ﹤0.01%
5
1067
$714 ﹤0.01%
145
1068
$700 ﹤0.01%
2
-2
1069
$685 ﹤0.01%
10
1070
$675 ﹤0.01%
65
-74
1071
$667 ﹤0.01%
5
1072
$649 ﹤0.01%
35
+21
1073
$624 ﹤0.01%
4
1074
$570 ﹤0.01%
+24
1075
$563 ﹤0.01%
2
41 42
43
44 45