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
$278M
AUM Growth
-$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$3.14M
3
+$3.13M
4
SCHK icon
Schwab 1000 Index ETF
SCHK
+$2.56M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.44M

Top Sells

1
+$6.85M
2
+$5.16M
3
+$2.8M
4
COIN icon
Coinbase
COIN
+$1.59M
5
BA icon
Boeing
BA
+$1.47M

Sector Composition

1 Technology 10.82%
2 Financials 3.16%
3 Communication Services 2.36%
4 Consumer Staples 2.22%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$534K 0.19%
7,621
-67
52
$515K 0.19%
2,904
53
$503K 0.18%
5,980
+390
54
$501K 0.18%
2,772
-144
55
$451K 0.16%
1,980
-20
56
$434K 0.16%
3,120
-40
57
$433K 0.16%
8,361
-2,244
58
$425K 0.15%
288
-12
59
$424K 0.15%
3,040
+100
60
$412K 0.15%
3,347
61
$391K 0.14%
+9,100
62
$346K 0.12%
4,182
-150
63
$340K 0.12%
+952
64
$337K 0.12%
1,361
-10
65
$330K 0.12%
7,170
66
$314K 0.11%
+6,246
67
$306K 0.11%
1,302
+245
68
$306K 0.11%
1,743
69
$301K 0.11%
+3,895
70
$301K 0.11%
1,847
-50
71
$301K 0.11%
5,317
+6
72
$299K 0.11%
+5,007
73
$298K 0.11%
2,185
-90
74
$284K 0.1%
+683
75
$271K 0.1%
6,631
1 2
3
4 5