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
$132M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$3.1M
3
+$2.78M
4
DOCU icon
DocuSign
DOCU
+$975K
5
PLTR icon
Palantir
PLTR
+$878K

Top Sells

1
+$3.29M
2
+$2.55M
3
+$2.19M
4
NVDA icon
NVIDIA
NVDA
+$2.03M
5
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$1.23M

Sector Composition

1 Technology 15.04%
2 Financials 9.44%
3 Consumer Discretionary 6.5%
4 Communication Services 4.6%
5 Healthcare 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22K 0.02%
100
227
$22K 0.02%
1,732
+675
228
$22K 0.02%
200
-200
229
$22K 0.02%
275
230
$21K 0.02%
886
+11
231
$21K 0.02%
199
-19
232
$21K 0.02%
252
233
$21K 0.02%
501
-49
234
$21K 0.02%
452
235
$20K 0.02%
905
-482
236
$20K 0.02%
513
237
$20K 0.02%
+1,000
238
$20K 0.02%
475
239
$19K 0.01%
317
240
$19K 0.01%
58
-72
241
$19K 0.01%
2,121
+21
242
$19K 0.01%
307
243
$18K 0.01%
152
+2
244
$18K 0.01%
405
245
$18K 0.01%
500
246
$18K 0.01%
41
247
$18K 0.01%
395
248
$18K 0.01%
300
249
$18K 0.01%
478
250
$18K 0.01%
1,686
+708
8 9
10
11 12