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
551
$1K ﹤0.01%
+150
552
$0 ﹤0.01%
+315
553
$0 ﹤0.01%
+2
554
$0 ﹤0.01%
+56
555
$0 ﹤0.01%
+20
556
$0 ﹤0.01%
+1
557
$0 ﹤0.01%
+80
558
$0 ﹤0.01%
+2
559
$0 ﹤0.01%
+5
560
$0 ﹤0.01%
+1
561
$0 ﹤0.01%
+5
562
$0 ﹤0.01%
+25
563
$0 ﹤0.01%
+2
564
$0 ﹤0.01%
+8
565
$0 ﹤0.01%
+4
566
$0 ﹤0.01%
+2
567
$0 ﹤0.01%
+6
568
$0 ﹤0.01%
+6
569
$0 ﹤0.01%
+35
570
$0 ﹤0.01%
+2
571
$0 ﹤0.01%
+4
572
$0 ﹤0.01%
+41
573
$0 ﹤0.01%
+10
574
$0 ﹤0.01%
+10
575
0