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
$278M
AUM Growth
-$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$3.14M
3
+$3.13M
4
SCHK icon
Schwab 1000 Index ETF
SCHK
+$2.56M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.44M

Top Sells

1
+$6.85M
2
+$5.16M
3
+$2.8M
4
COIN icon
Coinbase
COIN
+$1.59M
5
BA icon
Boeing
BA
+$1.47M

Sector Composition

1 Technology 10.82%
2 Financials 3.16%
3 Communication Services 2.36%
4 Consumer Staples 2.22%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.77%
6,961
+1,952
27
$1.99M 0.71%
38,982
-3,889
28
$1.77M 0.63%
47,847
+2,567
29
$1.75M 0.63%
+10,977
30
$1.59M 0.57%
+4,991
31
$1.57M 0.56%
4,374
+60
32
$1.54M 0.55%
10,092
+78
33
$1.4M 0.5%
55,264
+3,830
34
$1.35M 0.48%
2,984
-322
35
$1.34M 0.48%
8,200
+340
36
$1.14M 0.41%
22,429
-16
37
$1.14M 0.41%
4,692
+21
38
$1.13M 0.41%
266,000
39
$957K 0.34%
69,726
+5,066
40
$811K 0.29%
5,005
-2,136
41
$698K 0.25%
6,515
+932
42
$695K 0.25%
8,413
-94
43
$690K 0.25%
1,903
-71
44
$671K 0.24%
5,358
+451
45
$649K 0.23%
4,988
46
$609K 0.22%
2,430
47
$597K 0.21%
4,350
-80
48
$566K 0.2%
+11,436
49
$554K 0.2%
11,439
50
$545K 0.2%
11,003
1
2
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