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
526
$1K ﹤0.01%
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527
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528
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531
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532
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537
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4
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– –
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549
$0 ﹤0.01%
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550
– –
-650
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