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
$135M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1 +$2.16M
2 +$1.75M
3 +$1.75M
4
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$1.74M
5
AAPL icon
Apple
AAPL
+$1.7M

Top Sells

1 +$19.9M
2 +$19.8M
3 +$11M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$8.55M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.21M

Sector Composition

1 Financials 11.58%
2 Technology 8.64%
3 Communication Services 3.91%
4 Healthcare 3.74%
5 Consumer Staples 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$1K ﹤0.01%
55
-117
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12
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5
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12
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483
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55
485
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486
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487
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365
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1,240
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489
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490
$0 ﹤0.01%
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491
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497
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$0 ﹤0.01%
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500
$0 ﹤0.01%
150