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
$222M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.22M
3
+$1.17M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$422K
5
HRI icon
Herc Holdings
HRI
+$229K

Top Sells

1
+$2.83M
2
+$2.28M
3
+$1.6M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$1.58M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.43M

Sector Composition

1 Financials 9.68%
2 Technology 3.95%
3 Communication Services 2.82%
4 Consumer Staples 2.53%
5 Healthcare 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2K ﹤0.01%
+71
452
$2K ﹤0.01%
+900
453
$2K ﹤0.01%
+81
454
$2K ﹤0.01%
+100
455
$2K ﹤0.01%
+57
456
$2K ﹤0.01%
+107
457
$1K ﹤0.01%
+35
458
$1K ﹤0.01%
+40
459
$1K ﹤0.01%
+15
460
$1K ﹤0.01%
+27
461
$1K ﹤0.01%
+25
462
$1K ﹤0.01%
+75
463
$1K ﹤0.01%
+51
464
$1K ﹤0.01%
+20
465
$1K ﹤0.01%
+28
466
$1K ﹤0.01%
+50
467
$1K ﹤0.01%
+120
468
$1K ﹤0.01%
+13
469
$1K ﹤0.01%
+20
470
$1K ﹤0.01%
+33
471
$1K ﹤0.01%
+33
472
$1K ﹤0.01%
+32
473
$1K ﹤0.01%
+29
474
$1K ﹤0.01%
+38
475
$1K ﹤0.01%
+102
17 18
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