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
76
$264K 0.09%
14,785
+2,449
77
$258K 0.09%
1,540
+200
78
$255K 0.09%
6,472
79
$253K 0.09%
1,522
80
$253K 0.09%
+573
81
$252K 0.09%
2,301
+172
82
$245K 0.09%
481
83
$240K 0.09%
+12,018
84
$229K 0.08%
3,640
+540
85
$218K 0.08%
3,514
86
$217K 0.08%
+3,406
87
$212K 0.08%
3,798
88
$209K 0.08%
11,000
89
$206K 0.07%
+3,485
90
$203K 0.07%
+842
91
$200K 0.07%
+897
92
$192K 0.07%
11,368
-2,735
93
$178K 0.06%
14,880
94
$173K 0.06%
14,067
-2,849
95
$159K 0.06%
12,150
96
$130K 0.05%
11,014
97
$110K 0.04%
10,000
98
$88K 0.03%
+11,535
99
$76K 0.03%
11,000
100
$65K 0.02%
10,400
1 2 3
4
5