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
$285M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$5.3M
3 +$2.47M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.04M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.6M

Top Sells

1 +$15.9M
2 +$2.6M
3 +$2.47M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$735K
5
NVDA icon
NVIDIA
NVDA
+$662K

Sector Composition

1 Technology 10.85%
2 Financials 4.32%
3 Communication Services 2.93%
4 Consumer Discretionary 2.53%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-831