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
326
$9K 0.01%
+1,275
327
$9K 0.01%
515
328
$9K 0.01%
75
329
$9K 0.01%
325
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330
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+164
331
$9K 0.01%
255
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332
$8K 0.01%
+260
333
$8K 0.01%
720
334
$8K 0.01%
315
335
$8K 0.01%
233
336
$8K 0.01%
+155
337
$8K 0.01%
100
338
$8K 0.01%
+240
339
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15
340
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133
341
$8K 0.01%
800
342
$8K 0.01%
249
343
$7K 0.01%
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344
$7K 0.01%
30
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345
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346
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124
347
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1,112
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348
$7K 0.01%
140
349
$7K 0.01%
70
350
$7K 0.01%
136
-160