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
$216M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Sells

1 +$1.48M
2 +$742K
3 +$239K
4
MSTR icon
Strategy Inc
MSTR
+$90.4K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$87K

Sector Composition

1 Technology 10.69%
2 Financials 5.53%
3 Communication Services 4.77%
4 Consumer Discretionary 4.16%
5 Healthcare 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$8K ﹤0.01%
33
+5
477
$8K ﹤0.01%
28
478
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46
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30
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+615
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750
483
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103
484
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30
485
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+31
486
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+91
487
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198
488
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100
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400
+180
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+58
497
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60
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498
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57
499
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278
500
$7K ﹤0.01%
900