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
$255M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.02M
3
+$543K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$329K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$216K

Top Sells

1
+$1.58M
2
+$1.35M
3
+$1.07M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.03M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$918K

Sector Composition

1 Financials 8.7%
2 Technology 4.51%
3 Communication Services 2.6%
4 Consumer Staples 2.28%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$85K 0.03%
+1,420
102
$84K 0.03%
+982
103
$83K 0.03%
+1,550
104
$80K 0.03%
+2,800
105
$80K 0.03%
+6,597
106
$79K 0.03%
+8,454
107
$77K 0.03%
+1,170
108
$76K 0.03%
+1,270
109
$75K 0.03%
+2,292
110
$75K 0.03%
+1,402
111
$74K 0.03%
+668
112
$72K 0.03%
+425
113
$71K 0.03%
+751
114
$68K 0.03%
+2,150
115
$68K 0.03%
+2,146
116
$68K 0.03%
+1,691
117
$65K 0.03%
+1,014
118
$65K 0.03%
+747
119
$63K 0.02%
+426
120
$63K 0.02%
+1,000
121
$61K 0.02%
+803
122
$60K 0.02%
+470
123
$59K 0.02%
+475
124
$59K 0.02%
+333
125
$59K 0.02%
+802
3 4
5
6 7