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
301
$13K 0.01%
+1,806
302
$12K 0.01%
+25
303
$12K 0.01%
+791
304
$12K 0.01%
+77
305
$12K 0.01%
+62
306
$12K 0.01%
+100
307
$11K ﹤0.01%
+125
308
$11K ﹤0.01%
+500
309
$11K ﹤0.01%
+200
310
$11K ﹤0.01%
+200
311
$11K ﹤0.01%
+56
312
$11K ﹤0.01%
+90
313
$11K ﹤0.01%
+218
314
$11K ﹤0.01%
+249
315
$10K ﹤0.01%
+61
316
$10K ﹤0.01%
+420
317
$10K ﹤0.01%
+35
318
$10K ﹤0.01%
+241
319
$10K ﹤0.01%
+600
320
$10K ﹤0.01%
+219
321
$9K ﹤0.01%
+221
322
$9K ﹤0.01%
+200
323
$9K ﹤0.01%
+221
324
$9K ﹤0.01%
+69
325
$9K ﹤0.01%
+65