MF

Manchester Financial Portfolio holdings

AUM $500M
1-Year Est. Return 18.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.51%
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
+$6.84M
2
+$3.1M
3
+$2.78M
4
DOCU icon
DocuSign
DOCU
+$975K
5
PLTR icon
Palantir
PLTR
+$878K

Top Sells

1
+$3.29M
2
+$2.55M
3
+$2.19M
4
NVDA icon
NVIDIA
NVDA
+$2.03M
5
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$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
501
$2K ﹤0.01%
200
502
$2K ﹤0.01%
18
503
$2K ﹤0.01%
365
504
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122
505
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53
506
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8
507
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+5
508
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105
+77
509
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+15
510
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+10
511
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+159
512
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30
513
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514
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1
515
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516
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52
517
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50
518
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519
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520
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120
+50
521
$1K ﹤0.01%
+82
522
$1K ﹤0.01%
33
523
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40
524
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29
525
$1K ﹤0.01%
42
19 20
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