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
$132M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$3.1M
3
+$2.78M
4
DOCU icon
DocuSign
DOCU
+$975K
5
PLTR icon
Palantir
PLTR
+$878K

Top Sells

1
+$3.29M
2
+$2.55M
3
+$2.19M
4
NVDA icon
NVIDIA
NVDA
+$2.03M
5
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$1.23M

Sector Composition

1 Technology 15.04%
2 Financials 9.44%
3 Consumer Discretionary 6.5%
4 Communication Services 4.6%
5 Healthcare 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$120K 0.09%
863
-216
77
$118K 0.09%
17,697
+6,883
78
$116K 0.09%
7,727
+1,300
79
$115K 0.09%
414
-39
80
$115K 0.09%
688
81
$113K 0.09%
535
82
$112K 0.09%
1,000
83
$103K 0.08%
1,757
-9,350
84
$99K 0.08%
1,716
+587
85
$96K 0.07%
1,550
86
$95K 0.07%
249
87
$92K 0.07%
668
88
$91K 0.07%
1,145
89
$91K 0.07%
1,262
90
$90K 0.07%
545
91
$90K 0.07%
2,292
92
$89K 0.07%
2,595
-142
93
$87K 0.07%
1,717
94
$86K 0.07%
645
+2
95
$86K 0.07%
1,660
-190
96
$83K 0.06%
2,304
97
$80K 0.06%
4,693
98
$79K 0.06%
726
-14
99
$79K 0.06%
1,091
-628
100
$77K 0.06%
2,100
+450
2 3
4
5 6