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
351
$7K ﹤0.01%
+172
352
$7K ﹤0.01%
+59
353
$7K ﹤0.01%
+350
354
$7K ﹤0.01%
+80
355
$6K ﹤0.01%
+97
356
$6K ﹤0.01%
+26
357
$6K ﹤0.01%
+233
358
$6K ﹤0.01%
+150
359
0
360
$6K ﹤0.01%
+37
361
$6K ﹤0.01%
+200
362
$6K ﹤0.01%
+112
363
$6K ﹤0.01%
+35
364
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+35
365
$6K ﹤0.01%
+36
366
$6K ﹤0.01%
+16
367
$6K ﹤0.01%
+12
368
$6K ﹤0.01%
+65
369
$6K ﹤0.01%
+211
370
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+124
371
$6K ﹤0.01%
+400
372
$6K ﹤0.01%
+91
373
$6K ﹤0.01%
+250
374
$5K ﹤0.01%
+115
375
$5K ﹤0.01%
+50