MF

Manchester Financial Portfolio holdings

AUM $535M
1-Year Est. Return 18.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.65%
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
+$6.72M
2
+$3.06M
3
+$2.4M
4
DOCU
DocuSign
DOCU
+$941K
5
PLTR icon
Palantir
PLTR
+$878K

Top Sells

1
+$3.42M
2
+$2.55M
3
+$2.2M
4
NVDA icon
NVIDIA
NVDA
+$1.75M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$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%
867
+54
402
$5K ﹤0.01%
+223
403
$5K ﹤0.01%
500
-29,424
404
$5K ﹤0.01%
133
405
$5K ﹤0.01%
30
406
$5K ﹤0.01%
173
+23
407
$5K ﹤0.01%
38
408
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21
+1
409
$5K ﹤0.01%
+56
410
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8
+4
411
$5K ﹤0.01%
+48
412
$5K ﹤0.01%
800
413
$5K ﹤0.01%
56
414
$4K ﹤0.01%
165
415
$4K ﹤0.01%
100
416
$4K ﹤0.01%
141
-36
417
$4K ﹤0.01%
186
-75
418
$4K ﹤0.01%
50
419
$4K ﹤0.01%
115
420
$4K ﹤0.01%
92
421
$4K ﹤0.01%
75
422
$4K ﹤0.01%
500
423
$4K ﹤0.01%
140
424
$4K ﹤0.01%
61
425
$4K ﹤0.01%
660
+148
15 16
17
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