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
$255M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.02M
3
+$543K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$329K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$216K

Top Sells

1
+$1.58M
2
+$1.35M
3
+$1.07M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.03M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$918K

Sector Composition

1 Financials 8.7%
2 Technology 4.51%
3 Communication Services 2.6%
4 Consumer Staples 2.28%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
+130
452
$4K ﹤0.01%
+47
453
$4K ﹤0.01%
+16
454
$4K ﹤0.01%
+37
455
$4K ﹤0.01%
+168
456
$4K ﹤0.01%
+37
457
$4K ﹤0.01%
+20
458
$4K ﹤0.01%
+185
459
$4K ﹤0.01%
+400
460
$4K ﹤0.01%
+37
461
$3K ﹤0.01%
+200
462
$3K ﹤0.01%
+100
463
$3K ﹤0.01%
+30
464
$3K ﹤0.01%
+319
465
$3K ﹤0.01%
+30
466
$3K ﹤0.01%
+25
467
$3K ﹤0.01%
+7
468
$3K ﹤0.01%
+64
469
$3K ﹤0.01%
+260
470
$3K ﹤0.01%
+180
471
$3K ﹤0.01%
+55
472
$3K ﹤0.01%
+36
473
$3K ﹤0.01%
+50
474
$3K ﹤0.01%
+11
475
$3K ﹤0.01%
+160
17 18
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