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
101
$312K 0.06%
3,719
-175
102
$309K 0.06%
12,128
-58
103
$298K 0.06%
4,000
104
$291K 0.06%
435
+13
105
$290K 0.06%
2,798
+2
106
$272K 0.05%
+4,219
107
$268K 0.05%
11,494
-653
108
$260K 0.05%
5,151
109
$255K 0.05%
681
-50
110
$255K 0.05%
1,762
111
$247K 0.05%
+5,052
112
$243K 0.05%
+9,090
113
$239K 0.05%
7,450
114
$236K 0.05%
1,681
-43
115
$235K 0.05%
860
-74
116
$228K 0.05%
+8,340
117
$226K 0.05%
18,881
-993
118
$225K 0.05%
1,091
119
$221K 0.04%
3,232
-3,800
120
$217K 0.04%
+5,703
121
$217K 0.04%
9,231
-1,199
122
$215K 0.04%
+2,391
123
$214K 0.04%
1,557
124
$213K 0.04%
1,780
125
$212K 0.04%
+425
2 3 4
5
6