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
426
$4K ﹤0.01%
140
427
$4K ﹤0.01%
61
428
$4K ﹤0.01%
660
+148
429
$4K ﹤0.01%
+90
430
$4K ﹤0.01%
4
431
$4K ﹤0.01%
90
432
$4K ﹤0.01%
+100
433
$4K ﹤0.01%
131
434
$4K ﹤0.01%
70
-18
435
$4K ﹤0.01%
560
436
$4K ﹤0.01%
240
-68,464
437
$4K ﹤0.01%
13
438
$4K ﹤0.01%
81
439
$4K ﹤0.01%
125
440
$4K ﹤0.01%
29
441
$4K ﹤0.01%
278
442
$4K ﹤0.01%
68
+32
443
$4K ﹤0.01%
+145
444
$4K ﹤0.01%
200
445
$3K ﹤0.01%
+110
446
$3K ﹤0.01%
+48
447
$3K ﹤0.01%
30
448
$3K ﹤0.01%
25
449
$3K ﹤0.01%
18
450
$3K ﹤0.01%
300
16 17
18
19 20