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
$135M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1 +$2.16M
2 +$1.75M
3 +$1.75M
4
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$1.74M
5
AAPL icon
Apple
AAPL
+$1.7M

Top Sells

1 +$19.9M
2 +$19.8M
3 +$11M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$8.55M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.21M

Sector Composition

1 Financials 11.58%
2 Technology 8.64%
3 Communication Services 3.91%
4 Healthcare 3.74%
5 Consumer Staples 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$15K 0.01%
+2,400
252
$15K 0.01%
800
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$15K 0.01%
+500
254
$15K 0.01%
252
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$15K 0.01%
200
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$14K 0.01%
289
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$14K 0.01%
107
-221
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$14K 0.01%
485
-85
259
$14K 0.01%
500
+250
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$14K 0.01%
371
-189
261
$14K 0.01%
300
-360
262
$14K 0.01%
424
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263
$14K 0.01%
500
264
$14K 0.01%
109
265
$13K 0.01%
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$13K 0.01%
191
267
$13K 0.01%
220
-360
268
$13K 0.01%
340
269
$12K 0.01%
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270
$12K 0.01%
362
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271
$12K 0.01%
513
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272
$12K 0.01%
72
273
$12K 0.01%
1,000
274
$12K 0.01%
122
-398
275
$12K 0.01%
41
-31