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
101
$62K 0.02%
11,630
-30
102
$4K ﹤0.01%
12,300
103
– –
-58,290
104
– –
-4,745
105
– –
0
106
– –
-2,684
107
– –
-1,438
108
– –
-82,585
109
– –
-589
110
– –
0
111
– –
-6,305
112
– –
-7,296
113
– –
-1,554
1 2 3 4
5