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
251
$18K 0.01%
86
252
$17K 0.01%
237
-55
253
$17K 0.01%
331
254
$17K 0.01%
150
255
$17K 0.01%
72
256
$17K 0.01%
362
257
$17K 0.01%
992
+32
258
$16K 0.01%
100
259
$16K 0.01%
+162
260
$16K 0.01%
99
-30
261
$16K 0.01%
+15
262
$16K 0.01%
485
263
$16K 0.01%
509
-206
264
$16K 0.01%
240
-49
265
$16K 0.01%
96
266
$15K 0.01%
1,183
-623
267
$15K 0.01%
800
+500
268
$15K 0.01%
315
-125
269
$15K 0.01%
1,380
270
$15K 0.01%
466
271
$15K 0.01%
381
272
$15K 0.01%
64
273
$14K 0.01%
+500
274
$14K 0.01%
118
275
$14K 0.01%
470
-25
9 10
11
12 13