MF

Manchester Financial Portfolio holdings

AUM $500M
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.02M
3
+$543K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$329K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$216K

Top Sells

1
+$1.58M
2
+$1.35M
3
+$1.07M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.03M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$918K

Sector Composition

1 Financials 8.7%
2 Technology 4.51%
3 Communication Services 2.6%
4 Consumer Staples 2.28%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26K 0.01%
+330
227
$26K 0.01%
+912
228
$26K 0.01%
+395
229
$25K 0.01%
+1,350
230
$25K 0.01%
+2,164
231
$25K 0.01%
+861
232
$25K 0.01%
+570
233
$25K 0.01%
+414
234
$24K 0.01%
+742
235
$24K 0.01%
+1,460
236
$23K 0.01%
+137
237
$23K 0.01%
+102
238
$23K 0.01%
+171
239
$23K 0.01%
+284
240
$23K 0.01%
+304
241
$23K 0.01%
+80
242
$23K 0.01%
+241
243
$23K 0.01%
+72
244
$23K 0.01%
+390
245
$23K 0.01%
+230
246
$22K 0.01%
+1,200
247
$22K 0.01%
+390
248
$22K 0.01%
+289
249
$22K 0.01%
+466
250
$22K 0.01%
+126
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