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

Top Buys

1
+$9.21M
2
+$6.92M
3
+$4.97M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.85M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$4.23M

Top Sells

1
+$1.45M
2
+$630K
3
+$241K
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$87K
5
MSTR icon
Strategy Inc
MSTR
+$76.8K

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
501
$7K ﹤0.01%
900
502
$6K ﹤0.01%
1,000
-3,000
503
$6K ﹤0.01%
30
-20
504
$6K ﹤0.01%
165
505
$6K ﹤0.01%
141
506
$6K ﹤0.01%
18
507
$6K ﹤0.01%
50
508
$6K ﹤0.01%
40
509
$6K ﹤0.01%
144
+69
510
$6K ﹤0.01%
133
511
$6K ﹤0.01%
280
512
$6K ﹤0.01%
+170
513
$6K ﹤0.01%
+532
514
$6K ﹤0.01%
409
-1,200
515
$6K ﹤0.01%
52
516
$6K ﹤0.01%
25
517
$6K ﹤0.01%
238
518
$6K ﹤0.01%
+200
519
$6K ﹤0.01%
+32
520
$6K ﹤0.01%
100
-10
521
$5K ﹤0.01%
165
522
$5K ﹤0.01%
+105
523
$5K ﹤0.01%
31
+21
524
$5K ﹤0.01%
+18
525
$5K ﹤0.01%
48
19 20
21
22 23