MF

Manchester Financial Portfolio holdings

AUM $500M
1-Year Est. Return 18.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$6.92M
3
+$4.97M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.85M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$4.23M

Top Sells

1
+$1.45M
2
+$630K
3
+$241K
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$87K
5
MSTR icon
Strategy Inc
MSTR
+$76.8K

Sector Composition

1 Technology 10.69%
2 Financials 5.53%
3 Communication Services 4.77%
4 Consumer Discretionary 4.16%
5 Healthcare 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$30K 0.01%
380
252
$30K 0.01%
+250
253
$30K 0.01%
192
+25
254
$29K 0.01%
1,300
+300
255
$29K 0.01%
379
256
$29K 0.01%
361
257
$29K 0.01%
438
258
$28K 0.01%
37
+30
259
$28K 0.01%
130
+21
260
$28K 0.01%
138
-40
261
$28K 0.01%
275
+240
262
$28K 0.01%
152
-5
263
$28K 0.01%
100
264
$28K 0.01%
398
265
$28K 0.01%
214
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266
$27K 0.01%
320
267
$27K 0.01%
84
-5
268
$27K 0.01%
501
+139
269
$27K 0.01%
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270
$27K 0.01%
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271
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153
272
$27K 0.01%
200
273
$27K 0.01%
249
274
$26K 0.01%
375
+360
275
$26K 0.01%
834
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9 10
11
12 13