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
476
$3K ﹤0.01%
+208
477
$3K ﹤0.01%
+30
478
$3K ﹤0.01%
+31
479
$3K ﹤0.01%
+100
480
$3K ﹤0.01%
+28
481
$3K ﹤0.01%
+18
482
$3K ﹤0.01%
+20
483
$3K ﹤0.01%
+71
484
$3K ﹤0.01%
+20
485
$3K ﹤0.01%
+200
486
$3K ﹤0.01%
+689
487
$3K ﹤0.01%
+489
488
$3K ﹤0.01%
+175
489
$3K ﹤0.01%
+2,295
490
$2K ﹤0.01%
+83
491
$2K ﹤0.01%
+15
492
$2K ﹤0.01%
+84
493
$2K ﹤0.01%
+59
494
$2K ﹤0.01%
+86
495
$2K ﹤0.01%
+10
496
$2K ﹤0.01%
+142
497
$2K ﹤0.01%
+50
498
$2K ﹤0.01%
+83
499
$2K ﹤0.01%
+50
500
$2K ﹤0.01%
+40
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