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
$216M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$6.92M
3
+$4.97M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.85M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$4.23M

Top Sells

1
+$1.45M
2
+$630K
3
+$241K
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$87K
5
MSTR icon
Strategy Inc
MSTR
+$76.8K

Sector Composition

1 Technology 10.69%
2 Financials 5.53%
3 Communication Services 4.77%
4 Consumer Discretionary 4.16%
5 Healthcare 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10K ﹤0.01%
+200
427
$10K ﹤0.01%
315
428
$10K ﹤0.01%
233
429
$10K ﹤0.01%
46
430
$10K ﹤0.01%
26
431
$10K ﹤0.01%
795
432
$10K ﹤0.01%
75
-75
433
$10K ﹤0.01%
36
+25
434
$10K ﹤0.01%
275
435
$10K ﹤0.01%
+1,000
436
$10K ﹤0.01%
+354
437
$9K ﹤0.01%
504
438
$9K ﹤0.01%
720
439
$9K ﹤0.01%
110
440
$9K ﹤0.01%
52
+36
441
$9K ﹤0.01%
36
442
$9K ﹤0.01%
75
443
$9K ﹤0.01%
282
-875
444
$9K ﹤0.01%
140
445
$9K ﹤0.01%
70
446
$9K ﹤0.01%
+120
447
$9K ﹤0.01%
500
448
$9K ﹤0.01%
136
449
$9K ﹤0.01%
100
450
$9K ﹤0.01%
+616
16 17
18
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