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
$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
26
$1.01M 0.77%
4,683
+4,532
27
$878K 0.67%
+92,374
28
$714K 0.54%
38,625
+4,185
29
$642K 0.49%
12,635
+95
30
$583K 0.44%
2,098
-55
31
$565K 0.43%
10,910
32
$552K 0.42%
22,914
33
$442K 0.34%
3,566
-162
34
$435K 0.33%
2,554
+832
35
$381K 0.29%
3,059
36
$377K 0.29%
22,860
-1,206
37
$342K 0.26%
4,175
-52
38
$326K 0.25%
2,804
+219
39
$318K 0.24%
2,139
+1
40
$294K 0.22%
4,918
41
$284K 0.22%
1,293
+759
42
$263K 0.2%
7,552
43
$261K 0.2%
12,108
-4,511
44
$260K 0.2%
4,390
45
$243K 0.18%
13,539
-42,082
46
$226K 0.17%
1,277
+9
47
$226K 0.17%
13,228
-16,260
48
$225K 0.17%
449
49
$215K 0.16%
2,940
-60
50
$209K 0.16%
2,840
-760
1
2
3 4 5