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
576
$0 ﹤0.01%
+571
577
$0 ﹤0.01%
+2
578
$0 ﹤0.01%
+53
579
$0 ﹤0.01%
+11
580
$0 ﹤0.01%
+29
581
$0 ﹤0.01%
+14
582
$0 ﹤0.01%
+17
583
$0 ﹤0.01%
+38
584
$0 ﹤0.01%
+13
585
$0 ﹤0.01%
+51
586
$0 ﹤0.01%
+20
587
$0 ﹤0.01%
+10
588
$0 ﹤0.01%
+1
589
$0 ﹤0.01%
+6
590
$0 ﹤0.01%
+75
591
$0 ﹤0.01%
+6
592
$0 ﹤0.01%
+1
593
$0 ﹤0.01%
+51