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

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
551
$5K ﹤0.01%
+90
552
$5K ﹤0.01%
125
553
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137
554
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68
555
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556
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+217
557
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150
-100
558
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+114
559
$5K ﹤0.01%
+500
560
$4K ﹤0.01%
62
+22
561
$4K ﹤0.01%
200
562
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300
563
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564
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566
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200
567
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40
568
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569
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570
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571
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+100
572
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573
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150
+96
574
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90
575
$4K ﹤0.01%
+225