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
451
$3K ﹤0.01%
+30
452
$3K ﹤0.01%
750
453
$3K ﹤0.01%
+50
454
$3K ﹤0.01%
33
455
$3K ﹤0.01%
243
456
$3K ﹤0.01%
+22
457
$3K ﹤0.01%
40
458
$3K ﹤0.01%
36
459
$3K ﹤0.01%
70
460
$3K ﹤0.01%
100
461
$3K ﹤0.01%
89
462
$3K ﹤0.01%
50
463
$3K ﹤0.01%
26
464
$3K ﹤0.01%
+60
465
$3K ﹤0.01%
125
466
$3K ﹤0.01%
45
-39
467
$3K ﹤0.01%
+200
468
$3K ﹤0.01%
+44
469
$3K ﹤0.01%
+73
470
$3K ﹤0.01%
137
471
$3K ﹤0.01%
900
472
$3K ﹤0.01%
20
473
$2K ﹤0.01%
36
474
$2K ﹤0.01%
165
-235
475
$2K ﹤0.01%
200
17 18
19
20 21