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
276
$26K 0.01%
156
+118
277
$26K 0.01%
+258
278
$26K 0.01%
+480
279
$25K 0.01%
816
280
$25K 0.01%
+775
281
$25K 0.01%
295
-65
282
$25K 0.01%
+476
283
$25K 0.01%
1,982
+166
284
$25K 0.01%
210
+47
285
$25K 0.01%
556
-44
286
$25K 0.01%
138
+38
287
$25K 0.01%
+106
288
$24K 0.01%
350
289
$24K 0.01%
490
290
$24K 0.01%
86
-138
291
$24K 0.01%
+50
292
$24K 0.01%
100
293
$24K 0.01%
353
-150
294
$24K 0.01%
768
+676
295
$24K 0.01%
373
-22
296
$23K 0.01%
+146
297
$23K 0.01%
+389
298
$23K 0.01%
1,380
299
$23K 0.01%
721
300
$23K 0.01%
58
10 11
12
13 14