MF

Manchester Financial Portfolio holdings

AUM $535M
1-Year Est. Return 18.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.65%
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
+$9.19M
2
+$6.77M
3
+$4.86M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.68M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$4.29M

Top Sells

1
+$1.48M
2
+$742K
3
+$239K
4
MSTR icon
Strategy Inc
MSTR
+$90.4K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$87K

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%
125
552
$5K ﹤0.01%
137
553
$5K ﹤0.01%
68
554
$5K ﹤0.01%
+217
555
$5K ﹤0.01%
150
-100
556
$5K ﹤0.01%
+114
557
$5K ﹤0.01%
+500
558
$5K ﹤0.01%
+153
559
$5K ﹤0.01%
+86
560
$4K ﹤0.01%
300
561
$4K ﹤0.01%
+24
562
$4K ﹤0.01%
+12
563
$4K ﹤0.01%
+32
564
$4K ﹤0.01%
200
565
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40
566
$4K ﹤0.01%
+70
567
$4K ﹤0.01%
+50
568
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70
569
$4K ﹤0.01%
+100
570
$4K ﹤0.01%
100
571
$4K ﹤0.01%
150
+96
572
$4K ﹤0.01%
90
573
$4K ﹤0.01%
+225
574
$4K ﹤0.01%
+49
575
$4K ﹤0.01%
560
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