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
126
$915K 0.11%
21,769
-760
127
$911K 0.11%
36,130
+100
128
$910K 0.11%
8,318
+271
129
$901K 0.11%
2,494
-16
130
$900K 0.11%
5,776
-26
131
$896K 0.1%
4,460
-11
132
$894K 0.1%
3,950
+49
133
$893K 0.1%
9,159
+278
134
$884K 0.1%
22,698
135
$883K 0.1%
9,179
+1,092
136
$880K 0.1%
6,434
+8
137
$879K 0.1%
4,754
+64
138
$876K 0.1%
3,166
+71
139
$852K 0.1%
10,073
+188
140
$848K 0.1%
10,545
141
$835K 0.1%
6,895
+57
142
$828K 0.1%
2,740
-6
143
$819K 0.1%
6,985
+126
144
$806K 0.09%
14,862
145
$793K 0.09%
6,532
+1,177
146
$784K 0.09%
8,891
147
$780K 0.09%
12,466
-30
148
$771K 0.09%
3,732
+108
149
$758K 0.09%
3,684
150
$755K 0.09%
9,015
+11
4 5
6
7 8