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
$222M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1 +$2.82M
2 +$2.22M
3 +$1.17M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$422K
5
HRI icon
Herc Holdings
HRI
+$229K

Top Sells

1 +$2.83M
2 +$2.28M
3 +$1.6M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$1.58M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.43M

Sector Composition

1 Financials 9.68%
2 Technology 3.95%
3 Communication Services 2.82%
4 Consumer Staples 2.53%
5 Healthcare 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$16K 0.01%
+143
277
$15K 0.01%
+524
278
$15K 0.01%
+240
279
$15K 0.01%
+227
280
$15K 0.01%
+610
281
$15K 0.01%
+252
282
$15K 0.01%
+153
283
$14K 0.01%
+78
284
$14K 0.01%
+105
285
$14K 0.01%
+118
286
$14K 0.01%
+1,500
287
$14K 0.01%
+300
288
$14K 0.01%
+326
289
$14K 0.01%
+274
290
$14K 0.01%
+200
291
$14K 0.01%
+92
292
$14K 0.01%
+545
293
$14K 0.01%
+124
294
$14K 0.01%
+300
295
$13K 0.01%
+475
296
$13K 0.01%
+84
297
$13K 0.01%
+160
298
$13K 0.01%
+1,738
299
$13K 0.01%
+680
300
$13K 0.01%
+235