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
$854M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$959K
3 +$613K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$509K
5
LLY icon
Eli Lilly
LLY
+$484K

Top Sells

1 +$10M
2 +$6.23M
3 +$4.05M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.96M

Sector Composition

1 Technology 15.52%
2 Industrials 14.55%
3 Financials 7.81%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$551 ﹤0.01%
2
1077
$551 ﹤0.01%
2
1078
$544 ﹤0.01%
219
+19
1079
$541 ﹤0.01%
22
1080
$536 ﹤0.01%
+7
1081
$527 ﹤0.01%
2
1082
$517 ﹤0.01%
3
1083
$513 ﹤0.01%
25
-69
1084
$512 ﹤0.01%
10
1085
$494 ﹤0.01%
+18
1086
$493 ﹤0.01%
1
1087
$479 ﹤0.01%
14
1088
$471 ﹤0.01%
3
1089
$465 ﹤0.01%
24
+8
1090
$449 ﹤0.01%
+7
1091
$421 ﹤0.01%
13
1092
$417 ﹤0.01%
10
-2,210
1093
$389 ﹤0.01%
7
+1
1094
$388 ﹤0.01%
2
-1
1095
$384 ﹤0.01%
4
-1
1096
$373 ﹤0.01%
3
1097
$372 ﹤0.01%
3
1098
$372 ﹤0.01%
3
1099
$369 ﹤0.01%
8
+5
1100
$368 ﹤0.01%
6