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
$285M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$5.3M
3
+$2.47M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.04M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.6M

Top Sells

1
+$15.9M
2
+$2.6M
3
+$2.47M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$735K
5
NVDA icon
NVIDIA
NVDA
+$662K

Sector Composition

1 Technology 10.85%
2 Financials 4.32%
3 Communication Services 2.93%
4 Consumer Discretionary 2.53%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.78%
42,871
+798
27
$1.83M 0.64%
10,014
+2
28
$1.69M 0.59%
45,280
+1,820
29
$1.69M 0.59%
5,009
-1,106
30
$1.59M 0.56%
6,305
-211
31
$1.57M 0.55%
3,306
+121
32
$1.52M 0.53%
4,314
+2,919
33
$1.47M 0.52%
7,296
+278
34
$1.39M 0.49%
51,434
+2,848
35
$1.31M 0.46%
7,860
+340
36
$1.23M 0.43%
22,445
37
$1.18M 0.41%
64,660
+1,017
38
$1.15M 0.4%
266,000
39
$1.12M 0.39%
4,907
+224
40
$1.05M 0.37%
4,671
-36
41
$967K 0.34%
7,141
+624
42
$850K 0.3%
5,583
+422
43
$841K 0.3%
11,439
44
$785K 0.28%
1,974
+1
45
$686K 0.24%
4,430
+322
46
$667K 0.23%
4,988
+1,382
47
$626K 0.22%
10,605
+702
48
$624K 0.22%
2,430
49
$567K 0.2%
11,003
50
$525K 0.18%
7,688
+30
1
2
3 4 5