MF

Manchester Financial Portfolio holdings

AUM $535M
1-Year Est. Return 18.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.65%
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
+$6.72M
2
+$3.06M
3
+$2.4M
4
DOCU
DocuSign
DOCU
+$941K
5
PLTR icon
Palantir
PLTR
+$878K

Top Sells

1
+$3.42M
2
+$2.55M
3
+$2.2M
4
NVDA icon
NVIDIA
NVDA
+$1.75M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$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
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+100
304
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1,520
305
$10K 0.01%
+245
306
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6
307
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+70
308
$10K 0.01%
1,445
309
$10K 0.01%
387
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310
$10K 0.01%
83
311
$10K 0.01%
240
312
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61
313
$10K 0.01%
303
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314
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318
315
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218
316
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100
317
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318
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255
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319
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320
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323
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46
324
$9K 0.01%
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325
$9K 0.01%
146
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