MF

Manchester Financial Portfolio holdings

AUM $535M
1-Year Est. Return 18.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.65%
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
+$6.72M
2
+$3.06M
3
+$2.4M
4
DOCU
DocuSign
DOCU
+$941K
5
PLTR icon
Palantir
PLTR
+$878K

Top Sells

1
+$3.42M
2
+$2.55M
3
+$2.2M
4
NVDA icon
NVIDIA
NVDA
+$1.75M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$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
476
$2K ﹤0.01%
180
-365
477
$2K ﹤0.01%
10
478
$2K ﹤0.01%
392
+55
479
$2K ﹤0.01%
79
480
$2K ﹤0.01%
200
481
$2K ﹤0.01%
100
482
$2K ﹤0.01%
25
483
$2K ﹤0.01%
180
484
$2K ﹤0.01%
200
485
$2K ﹤0.01%
+87
486
$2K ﹤0.01%
+1
487
$2K ﹤0.01%
+19
488
$2K ﹤0.01%
51
489
$2K ﹤0.01%
120
-40
490
$2K ﹤0.01%
30
491
$2K ﹤0.01%
+10
492
$2K ﹤0.01%
51
493
$2K ﹤0.01%
+10
494
$2K ﹤0.01%
21
495
$2K ﹤0.01%
70
496
$2K ﹤0.01%
200
497
$2K ﹤0.01%
+4
498
$2K ﹤0.01%
40
499
$2K ﹤0.01%
689
500
$2K ﹤0.01%
200
18 19
20
21 22