MF

Manchester Financial Portfolio holdings

AUM $521M
1-Year Est. Return 18.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.59M
3
+$2.53M
4
AAPL icon
Apple
AAPL
+$1.96M
5
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$1.83M

Top Sells

1
+$25.8M
2
+$23M
3
+$13.9M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$8.91M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.19M

Sector Composition

1 Financials 11.58%
2 Technology 8.64%
3 Communication Services 3.91%
4 Healthcare 3.74%
5 Consumer Staples 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5K ﹤0.01%
85
352
$5K ﹤0.01%
+133
353
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84
354
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20
-28
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+3
356
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220
357
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44
358
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359
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180
+60
360
$5K ﹤0.01%
+40
361
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30
-13
362
$5K ﹤0.01%
110
363
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28
-18
364
$4K ﹤0.01%
+79
365
$4K ﹤0.01%
+150
366
$4K ﹤0.01%
+360
367
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12
-19
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+22
369
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55
370
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211
371
$4K ﹤0.01%
37
372
$4K ﹤0.01%
+600
373
$4K ﹤0.01%
37
-14
374
$4K ﹤0.01%
20
-82
375
$4K ﹤0.01%
+36
13 14
15
16 17