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

Top Buys

1
+$9.19M
2
+$6.77M
3
+$4.86M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.68M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$4.29M

Top Sells

1
+$1.48M
2
+$742K
3
+$239K
4
MSTR icon
Strategy Inc
MSTR
+$90.4K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$87K

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%
36
+25
427
$10K ﹤0.01%
275
428
$10K ﹤0.01%
+354
429
$10K ﹤0.01%
40
+20
430
$10K ﹤0.01%
+375
431
$10K ﹤0.01%
+200
432
$10K ﹤0.01%
315
433
$10K ﹤0.01%
233
434
$10K ﹤0.01%
46
435
$10K ﹤0.01%
26
436
$10K ﹤0.01%
+1,000
437
$9K ﹤0.01%
504
438
$9K ﹤0.01%
110
439
$9K ﹤0.01%
52
+36
440
$9K ﹤0.01%
36
441
$9K ﹤0.01%
75
442
$9K ﹤0.01%
282
-875
443
$9K ﹤0.01%
+616
444
$9K ﹤0.01%
106
445
$9K ﹤0.01%
163
446
$9K ﹤0.01%
222
+2
447
$9K ﹤0.01%
67
+55
448
$9K ﹤0.01%
133
449
$9K ﹤0.01%
720
450
$9K ﹤0.01%
140
16 17
18
19 20