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
401
$4K ﹤0.01%
+68
402
$4K ﹤0.01%
+50
403
$4K ﹤0.01%
+100
404
$4K ﹤0.01%
+40
405
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+24
406
$4K ﹤0.01%
+94
407
$4K ﹤0.01%
+22
408
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+4
409
0
410
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+220
411
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+50
412
$4K ﹤0.01%
+450
413
$3K ﹤0.01%
+30
414
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+30
415
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+56
416
$3K ﹤0.01%
+25
417
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+13
418
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+36
419
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+100
420
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+50
421
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+7
422
$3K ﹤0.01%
+30
423
$3K ﹤0.01%
+120
424
$3K ﹤0.01%
+20
425
$3K ﹤0.01%
+30