MF

Manchester Financial Portfolio holdings

AUM $521M
1-Year Est. Return 18.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.99%
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%
6
+4
653
$1K ﹤0.01%
+50
654
$1K ﹤0.01%
80
+5
655
$1K ﹤0.01%
1
656
$1K ﹤0.01%
+5
657
$1K ﹤0.01%
3
658
$1K ﹤0.01%
20
659
$1K ﹤0.01%
+15
660
$1K ﹤0.01%
+24
661
$1K ﹤0.01%
10
662
$1K ﹤0.01%
33
663
$1K ﹤0.01%
+43
664
$1K ﹤0.01%
40
665
$1K ﹤0.01%
7
666
$1K ﹤0.01%
+50
667
$1K ﹤0.01%
+15
668
$1K ﹤0.01%
51
+1
669
$1K ﹤0.01%
25
670
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47
671
$1K ﹤0.01%
200
672
$1K ﹤0.01%
40
+10
673
$1K ﹤0.01%
28
674
$1K ﹤0.01%
9
-15
675
$1K ﹤0.01%
+10
25 26
27
28 29