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
276
$14K 0.01%
75
277
$14K 0.01%
370
-117
278
$14K 0.01%
153
279
$14K 0.01%
66
280
$14K 0.01%
327
-47
281
$14K 0.01%
1,500
282
$14K 0.01%
4,000
283
$13K 0.01%
89
284
$13K 0.01%
405
-152
285
$13K 0.01%
245
286
$13K 0.01%
78
-29
287
$13K 0.01%
+500
288
$13K 0.01%
90
289
$13K 0.01%
107
-15
290
$13K 0.01%
171
291
$12K 0.01%
837
+22
292
$12K 0.01%
427
293
$12K 0.01%
16
294
$12K 0.01%
+200
295
$12K 0.01%
191
296
$12K 0.01%
1,000
297
$12K 0.01%
112
298
$11K 0.01%
550
299
$11K 0.01%
500
300
$11K 0.01%
105
10 11
12
13 14