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
101
$77K 0.06%
4,195
+1,520
102
$77K 0.06%
668
103
$76K 0.06%
301
104
$75K 0.06%
7,445
-770
105
$75K 0.06%
1,072
-49
106
$74K 0.06%
2,820
-810
107
$73K 0.06%
792
108
$72K 0.05%
363
+15
109
$70K 0.05%
226
-400
110
$67K 0.05%
181
-23
111
$67K 0.05%
241
112
$64K 0.05%
1,304
+12
113
$63K 0.05%
430
+25
114
$63K 0.05%
470
115
$63K 0.05%
2,758
+635
116
$61K 0.05%
+341
117
$60K 0.05%
1,297
-22
118
$59K 0.04%
933
+359
119
$58K 0.04%
802
120
$56K 0.04%
221
121
$56K 0.04%
5,056
-4,944
122
$55K 0.04%
287
123
$54K 0.04%
663
124
$53K 0.04%
1,371
+1,000
125
$52K 0.04%
362
+100
3 4
5
6 7