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
$255M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.02M
3
+$522K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$330K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$208K

Top Sells

1
+$1.52M
2
+$1.29M
3
+$1.02M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$988K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$881K

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
401
$6K ﹤0.01%
+25
402
$6K ﹤0.01%
+35
403
$6K ﹤0.01%
+81
404
$6K ﹤0.01%
+149
405
$6K ﹤0.01%
+200
406
$6K ﹤0.01%
+36
407
$6K ﹤0.01%
+150
408
$6K ﹤0.01%
+30
409
$6K ﹤0.01%
+200
410
$6K ﹤0.01%
+233
411
$6K ﹤0.01%
+28
412
$6K ﹤0.01%
+27
413
$5K ﹤0.01%
+50
414
$5K ﹤0.01%
+50
415
$5K ﹤0.01%
+41
416
$5K ﹤0.01%
+900
417
$5K ﹤0.01%
+31
418
$5K ﹤0.01%
+110
419
$5K ﹤0.01%
+120
420
$5K ﹤0.01%
+55
421
$5K ﹤0.01%
+13
422
$5K ﹤0.01%
+560
423
$5K ﹤0.01%
+126
424
$5K ﹤0.01%
+40
425
$5K ﹤0.01%
+100
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