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 Buys

1
+$9.21M
2
+$6.92M
3
+$4.97M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.85M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$4.23M

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
626
$2K ﹤0.01%
22
-16
627
$2K ﹤0.01%
180
628
$2K ﹤0.01%
33
629
$2K ﹤0.01%
+8
630
$2K ﹤0.01%
50
-10
631
$2K ﹤0.01%
+28
632
$2K ﹤0.01%
500
-150
633
$2K ﹤0.01%
38
634
$2K ﹤0.01%
+106
635
$2K ﹤0.01%
33
-34
636
$2K ﹤0.01%
+38
637
$2K ﹤0.01%
40
+26
638
$2K ﹤0.01%
+100
639
$2K ﹤0.01%
20
640
$2K ﹤0.01%
51
-15
641
$2K ﹤0.01%
13
642
$2K ﹤0.01%
+6
643
$2K ﹤0.01%
30
-51
644
$2K ﹤0.01%
117
645
$2K ﹤0.01%
+1
646
$2K ﹤0.01%
8
647
$2K ﹤0.01%
10
648
$2K ﹤0.01%
100
649
$2K ﹤0.01%
40
650
$2K ﹤0.01%
200
24 25
26
27 28