MF

Manchester Financial Portfolio holdings

AUM $500M
1-Year Est. Return 18.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$3.1M
3
+$2.78M
4
DOCU icon
DocuSign
DOCU
+$975K
5
PLTR icon
Palantir
PLTR
+$878K

Top Sells

1
+$3.29M
2
+$2.55M
3
+$2.19M
4
NVDA icon
NVIDIA
NVDA
+$2.03M
5
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$1.23M

Sector Composition

1 Technology 15.04%
2 Financials 9.44%
3 Consumer Discretionary 6.5%
4 Communication Services 4.6%
5 Healthcare 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
17
402
$5K ﹤0.01%
+200
403
$5K ﹤0.01%
67
+46
404
$5K ﹤0.01%
25
405
$5K ﹤0.01%
867
+54
406
$5K ﹤0.01%
+223
407
$5K ﹤0.01%
500
-29,424
408
$5K ﹤0.01%
133
409
$5K ﹤0.01%
30
410
$5K ﹤0.01%
173
+23
411
$5K ﹤0.01%
38
412
$5K ﹤0.01%
21
+1
413
$5K ﹤0.01%
+56
414
$4K ﹤0.01%
100
415
$4K ﹤0.01%
165
416
$4K ﹤0.01%
141
-36
417
$4K ﹤0.01%
100
-200
418
$4K ﹤0.01%
4
419
$4K ﹤0.01%
100
420
$4K ﹤0.01%
186
-75
421
$4K ﹤0.01%
50
422
$4K ﹤0.01%
115
423
$4K ﹤0.01%
92
424
$4K ﹤0.01%
75
425
$4K ﹤0.01%
500
15 16
17
18 19