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
301
$11K 0.01%
+100
302
$11K 0.01%
408
303
$11K 0.01%
+100
304
$11K 0.01%
1,520
305
$10K 0.01%
+245
306
$10K 0.01%
6
307
$10K 0.01%
+70
308
$10K 0.01%
1,445
309
$10K 0.01%
387
+4
310
$10K 0.01%
83
311
$10K 0.01%
240
312
$10K 0.01%
61
313
$10K 0.01%
303
+68
314
$10K 0.01%
318
315
$10K 0.01%
218
316
$10K 0.01%
100
317
$10K 0.01%
+1,250
318
$9K 0.01%
141
319
$9K 0.01%
+300
320
$9K 0.01%
+270
321
$9K 0.01%
40
322
$9K 0.01%
46
323
$9K 0.01%
105
324
$9K 0.01%
146
325
$9K 0.01%
154
11 12
13
14 15