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
351
$10K ﹤0.01%
+221
352
$10K ﹤0.01%
+132
353
$10K ﹤0.01%
+75
354
$10K ﹤0.01%
+300
355
$10K ﹤0.01%
+600
356
$10K ﹤0.01%
+100
357
$9K ﹤0.01%
+43
358
$9K ﹤0.01%
+720
359
$9K ﹤0.01%
+222
360
$9K ﹤0.01%
+192
361
$9K ﹤0.01%
+64
362
$9K ﹤0.01%
+250
363
$9K ﹤0.01%
+138
364
$9K ﹤0.01%
+79
365
$9K ﹤0.01%
+133
366
$9K ﹤0.01%
+1,500
367
$9K ﹤0.01%
+109
368
$8K ﹤0.01%
+100
369
$8K ﹤0.01%
+124
370
$8K ﹤0.01%
+250
371
$8K ﹤0.01%
+345
372
$8K ﹤0.01%
+140
373
$8K ﹤0.01%
+1,280
374
$8K ﹤0.01%
+100
375
$8K ﹤0.01%
+308