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
251
$22K 0.01%
+308
252
$22K 0.01%
+395
253
$22K 0.01%
+171
254
$22K 0.01%
+1,500
255
$21K 0.01%
+2,060
256
$21K 0.01%
+406
257
$21K 0.01%
+713
258
$21K 0.01%
+721
259
$21K 0.01%
+317
260
$21K 0.01%
+129
261
$20K 0.01%
+475
262
$20K 0.01%
+324
263
$20K 0.01%
+345
264
$20K 0.01%
+700
265
$20K 0.01%
+376
266
$20K 0.01%
+191
267
$20K 0.01%
+93
268
$20K 0.01%
+141
269
$20K 0.01%
+130
270
$20K 0.01%
+153
271
$20K 0.01%
+500
272
$19K 0.01%
+136
273
$19K 0.01%
+89
274
$19K 0.01%
+162
275
$19K 0.01%
+485
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