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MCM

Manchester Capital Management Portfolio holdings

AUM $694M
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$694M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,404
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$788K
3
+$566K
4
TLG
Touchstone Large Company Growth ETF
TLG
+$457K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$390K

Top Sells

1
+$1.96M
2
+$1.44M
3
+$884K
4
VTV icon
Vanguard Value ETF
VTV
+$645K
5
Z icon
Zillow
Z
+$564K

Sector Composition

1 Technology 18.73%
2 Industrials 11.16%
3 Financials 7.22%
4 Consumer Discretionary 7%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BA icon
201
Boeing
BA
$180B
$360K 0.05%
1,807
-57
IVE icon
202
iShares S&P 500 Value ETF
IVE
$47.8B
$357K 0.05%
1,693
SKYY icon
203
First Trust Cloud Computing ETF
SKYY
$3.06B
$350K 0.05%
3,200
FV icon
204
First Trust Dorsey Wright Focus 5 ETF
FV
$3.84B
$344K 0.05%
5,700
EFX icon
205
Equifax
EFX
$19.7B
$343K 0.05%
1,906
-62
SPGI icon
206
S&P Global
SPGI
$126B
$341K 0.05%
802
-25
XLF icon
207
State Street Financial Select Sector SPDR ETF
XLF
$50.6B
$339K 0.05%
6,857
EMR icon
208
Emerson Electric
EMR
$82.1B
$338K 0.05%
2,581
-55
PLTR icon
209
Palantir
PLTR
$323B
$332K 0.05%
2,268
-106
INTU icon
210
Intuit
INTU
$77.1B
$331K 0.05%
765
-65
HSBC icon
211
HSBC
HSBC
$319B
$328K 0.05%
3,981
-111
CVS icon
212
CVS Health
CVS
$128B
$327K 0.05%
4,559
-174
ALMU
213
Aeluma Inc
ALMU
$456M
$327K 0.05%
24,967
ODFL icon
214
Old Dominion Freight Line
ODFL
$49.4B
$324K 0.05%
1,658
-2
ANET icon
215
Arista Networks
ANET
$213B
$321K 0.05%
2,612
+56
T icon
216
AT&T
T
$162B
$319K 0.05%
11,014
+317
SIBN icon
217
SI-BONE Inc
SIBN
$671M
$317K 0.05%
25,107
CIEN icon
218
Ciena
CIEN
$65.6B
$315K 0.05%
812
+146
AMT icon
219
American Tower
AMT
$86.5B
$312K 0.04%
1,808
-20
KKR icon
220
KKR & Co
KKR
$88.1B
$308K 0.04%
3,327
-128
FITB
221
Fifth Third Bancorp
FITB
$48B
$302K 0.04%
6,491
+1,215
TRV icon
222
Travelers Companies
TRV
$65.2B
$296K 0.04%
1,015
-11
IAU icon
223
iShares Gold Trust
IAU
$67.1B
$293K 0.04%
3,325
-2,000
NVS icon
224
Novartis
NVS
$289B
$292K 0.04%
1,910
ROST icon
225
Ross Stores
ROST
$76B
$291K 0.04%
1,343
-890
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9
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