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
276
$19K 0.01%
+252
277
$19K 0.01%
+439
278
$19K 0.01%
+152
279
$19K 0.01%
+200
280
$19K 0.01%
+182
281
$18K 0.01%
+9
282
$18K 0.01%
+100
283
$18K 0.01%
+358
284
$18K 0.01%
+1,000
285
$18K 0.01%
+460
286
$17K 0.01%
+516
287
$17K 0.01%
+120
288
$17K 0.01%
+326
289
$17K 0.01%
+588
290
$17K 0.01%
+318
291
$17K 0.01%
+31
292
$17K 0.01%
+101
293
$16K 0.01%
+500
294
$16K 0.01%
+53
295
$16K 0.01%
+340
296
$16K 0.01%
+276
297
$16K 0.01%
+61
298
$15K 0.01%
+350
299
$15K 0.01%
+105
300
$15K 0.01%
+160
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