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
101
$1.22M 0.14%
4,402
+1
102
$1.22M 0.14%
5,948
+1
103
$1.18M 0.14%
4,853
+15
104
$1.17M 0.14%
22,574
+405
105
$1.15M 0.13%
10,987
106
$1.14M 0.13%
22,830
107
$1.14M 0.13%
2,316
+2
108
$1.11M 0.13%
5,371
109
$1.11M 0.13%
236,653
110
$1.09M 0.13%
4,865
+97
111
$1.08M 0.13%
22,895
112
$1.06M 0.12%
36,563
113
$1.05M 0.12%
3,153
+86
114
$1.04M 0.12%
11,590
+38
115
$1.04M 0.12%
8,711
-3,262
116
$1.03M 0.12%
8,750
-10
117
$984K 0.12%
4,459
+31
118
$975K 0.11%
+36,597
119
$975K 0.11%
9,408
+1,618
120
$967K 0.11%
6,151
121
$946K 0.11%
43,581
122
$940K 0.11%
56,836
123
$936K 0.11%
4,190
+23
124
$918K 0.11%
6,233
-331
125
$918K 0.11%
1,996
+3
3 4
5
6 7