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
501
$2K ﹤0.01%
+128
502
$2K ﹤0.01%
+4
503
$2K ﹤0.01%
+8
504
$2K ﹤0.01%
+10
505
$2K ﹤0.01%
+40
506
$2K ﹤0.01%
+50
507
$2K ﹤0.01%
+100
508
$2K ﹤0.01%
+51
509
$2K ﹤0.01%
+2
510
$2K ﹤0.01%
+374
511
$2K ﹤0.01%
+60
512
$2K ﹤0.01%
+151
513
$2K ﹤0.01%
+23
514
$2K ﹤0.01%
+18
515
$2K ﹤0.01%
+53
516
$1K ﹤0.01%
+100
517
$1K ﹤0.01%
+25
518
$1K ﹤0.01%
+20
519
$1K ﹤0.01%
+50
520
$1K ﹤0.01%
+13
521
$1K ﹤0.01%
+60
522
$1K ﹤0.01%
+20
523
$1K ﹤0.01%
+33
524
$1K ﹤0.01%
+33
525
$1K ﹤0.01%
+32
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