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
376
$5K ﹤0.01%
+337
377
$5K ﹤0.01%
+60
378
$5K ﹤0.01%
+69
379
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+92
380
$5K ﹤0.01%
+200
381
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382
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383
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+475
384
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+25
385
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+40
386
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+560
387
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388
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389
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390
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391
$5K ﹤0.01%
+120
392
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+140
393
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394
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+2,000
395
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+91
396
$4K ﹤0.01%
+165
397
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+20
398
$4K ﹤0.01%
+75
399
$4K ﹤0.01%
+66
400
$4K ﹤0.01%
+14