MF
Manchester Financial Portfolio holdings
AUM
$500M
1-Year Est. Return
18.51%
This Fund
S&P 500
1 Year Est. Return
+18.51%
AUM
$500M
AUM Growth
+$21.8M
(+4.6%)
Holding
138
Top Buys
| 1 | +$4.36M | |
| 2 | +$3.98M | |
| 3 | +$3.53M | |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$2.52M |
| 5 |
Interactive Brokers
IBKR
|
+$2.04M |
Top Sells
| 1 | +$10.7M | |
| 2 | +$5.1M | |
| 3 | +$4.28M | |
| 4 |
Palantir
PLTR
|
+$4.08M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$3.83M |
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 | |
|---|---|---|---|---|---|---|
126
Sprott Physical Gold
PHYS
$19.7B
| $206K | 0.04% |
+6,950
|
|
||
127
RH
RH
$3.83B
| $203K | 0.04% |
+1,000
|
|
||
128
AGNC Investment
AGNC
$13.3B
| $198K | 0.04% |
20,177
+6,916
|
|
||
129
Achieve Life Sciences
ACHV
$231M
| $147K | 0.03% |
46,674
+450
|
|
||
130
YieldMax XOM Option Income Strategy ETF
XOMO
$39.5M
| $136K | 0.03% |
+11,323
|
|
||
131
Intuitive Surgical
ISRG
$180B
| – | – |
-422
|
|
||
132
monday.com
MNDY
$5.96B
| – | – |
-722
|
|
||
133
Morgan Stanley
MS
$289B
| – | – |
-3,043
|
|
||
134
ServiceNow
NOW
$123B
| – | – |
-1,050
|
|
||
135
Procter & Gamble
PG
$348B
| – | – |
-1,303
|
|
||
136
UGI
UGI
$8.72B
| – | – |
-7,518
|
|
||
137
First Trust California Municipal High income ETF
FCAL
$205M
| – | – |
-19,420
|
|
||
138
Gilead Sciences
GILD
$173B
| – | – |
-3,212
|
|