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
651
$2K ﹤0.01%
+95
652
$1K ﹤0.01%
28
653
$1K ﹤0.01%
9
-15
654
$1K ﹤0.01%
+10
655
$1K ﹤0.01%
18
+10
656
$1K ﹤0.01%
6
+4
657
$1K ﹤0.01%
+50
658
$1K ﹤0.01%
80
+5
659
$1K ﹤0.01%
1
660
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+5
661
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3
662
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20
663
$1K ﹤0.01%
+15
664
$1K ﹤0.01%
+24
665
$1K ﹤0.01%
10
666
$1K ﹤0.01%
+20
667
$1K ﹤0.01%
50
668
$1K ﹤0.01%
+42
669
$1K ﹤0.01%
+35
670
$1K ﹤0.01%
+28
671
$1K ﹤0.01%
+75
672
$1K ﹤0.01%
4
673
$1K ﹤0.01%
11
674
$1K ﹤0.01%
650
+230
675
$1K ﹤0.01%
38
25 26
27
28 29