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
$255M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1 +$2.34M
2 +$1.02M
3 +$543K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$329K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$216K

Top Sells

1 +$1.58M
2 +$1.35M
3 +$1.07M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.03M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$918K

Sector Composition

1 Financials 8.7%
2 Technology 4.51%
3 Communication Services 2.6%
4 Consumer Staples 2.28%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$13K 0.01%
+235
327
$13K 0.01%
+46
328
$13K 0.01%
+2,547
329
$13K 0.01%
+173
330
$12K ﹤0.01%
+32
331
$12K ﹤0.01%
+298
332
$12K ﹤0.01%
+420
333
$12K ﹤0.01%
+134
334
$12K ﹤0.01%
+62
335
$12K ﹤0.01%
+124
336
$12K ﹤0.01%
+218
337
$11K ﹤0.01%
+800
338
$11K ﹤0.01%
+500
339
$11K ﹤0.01%
+72
340
$11K ﹤0.01%
+301
341
$11K ﹤0.01%
+97
342
$11K ﹤0.01%
+56
343
$11K ﹤0.01%
+274
344
$11K ﹤0.01%
+32
345
$11K ﹤0.01%
+241
346
$11K ﹤0.01%
+90
347
$11K ﹤0.01%
+140
348
$11K ﹤0.01%
+76
349
$11K ﹤0.01%
+249
350
$10K ﹤0.01%
+144