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
176
$601K 0.07%
2,672
-19
177
$593K 0.07%
3,575
178
$585K 0.07%
1,505
+66
179
$579K 0.07%
16,124
180
$579K 0.07%
4,376
181
$578K 0.07%
7,840
+16
182
$566K 0.07%
3,696
-69
183
$564K 0.07%
12,285
184
$562K 0.07%
1,913
+1
185
$559K 0.07%
7,773
186
$548K 0.06%
15,870
+571
187
$530K 0.06%
2,920
-3
188
$529K 0.06%
8,796
189
$520K 0.06%
1,210
190
$520K 0.06%
22,151
+30
191
$518K 0.06%
+18,957
192
$516K 0.06%
9,773
193
$510K 0.06%
1,767
+33
194
$509K 0.06%
1,942
+70
195
$503K 0.06%
8,652
196
$499K 0.06%
1,008
197
$496K 0.06%
8,778
-10
198
$493K 0.06%
13,168
199
$493K 0.06%
28,344
200
$491K 0.06%
156