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
$500M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$4.03M
3
+$3.38M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.43M
5
IBKR icon
Interactive Brokers
IBKR
+$1.86M

Top Sells

1
+$10.5M
2
+$5.01M
3
+$4.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.69M
5
PLTR icon
Palantir
PLTR
+$3.63M

Sector Composition

1 Technology 10.35%
2 Communication Services 2.37%
3 Financials 2.21%
4 Consumer Discretionary 1.63%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$561K 0.11%
7,316
-4,310
77
$553K 0.11%
28,052
+100
78
$551K 0.11%
4,812
-457
79
$524K 0.1%
13,347
+2,703
80
$522K 0.1%
2,003
81
$505K 0.1%
1,661
-32
82
$503K 0.1%
+27,600
83
$487K 0.1%
2,625
84
$471K 0.09%
2,511
+490
85
$446K 0.09%
6,750
86
$441K 0.09%
924
87
$403K 0.08%
2,713
88
$401K 0.08%
1,207
-50
89
$401K 0.08%
1,175
-50
90
$395K 0.08%
3,174
91
$393K 0.08%
969
-5
92
$390K 0.08%
2,524
-104
93
$389K 0.08%
2,405
+61
94
$374K 0.07%
6,769
95
$367K 0.07%
192
-6
96
$364K 0.07%
8,595
+585
97
$336K 0.07%
3,734
-84
98
$332K 0.07%
11,770
+7
99
$319K 0.06%
3,960
100
$318K 0.06%
2,049
-99
2 3
4
5 6