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

Top Buys

1 +$2.34M
2 +$1.02M
3 +$543K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$329K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$216K

Top Sells

1 +$1.58M
2 +$1.35M
3 +$1.07M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.03M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$918K

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
426
$5K ﹤0.01%
+40
427
$5K ﹤0.01%
+126
428
$5K ﹤0.01%
+560
429
$5K ﹤0.01%
+13
430
$5K ﹤0.01%
+55
431
$5K ﹤0.01%
+120
432
$5K ﹤0.01%
+110
433
$5K ﹤0.01%
+31
434
$5K ﹤0.01%
+900
435
$5K ﹤0.01%
+41
436
$4K ﹤0.01%
+165
437
$4K ﹤0.01%
+132
438
$4K ﹤0.01%
+27
439
$4K ﹤0.01%
+56
440
$4K ﹤0.01%
+27
441
$4K ﹤0.01%
+50
442
$4K ﹤0.01%
+7
443
$4K ﹤0.01%
+337
444
$4K ﹤0.01%
+200
445
$4K ﹤0.01%
+68
446
$4K ﹤0.01%
+69
447
$4K ﹤0.01%
+65
448
$4K ﹤0.01%
+100
449
$4K ﹤0.01%
+33
450
$4K ﹤0.01%
+94