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
$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
426
$4K ﹤0.01%
100
-200
427
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4
428
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4
429
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90
430
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+100
431
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131
432
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-18
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560
435
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240
-68,464
436
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438
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125
439
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441
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68
+32
442
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+145
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165
445
$3K ﹤0.01%
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446
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+48
447
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30
448
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+30
449
$3K ﹤0.01%
750
450
$3K ﹤0.01%
+50
16 17
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