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
$478M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$42.9M
2 +$21.5M
3 +$16.7M
4
AFLG icon
First Trust Active Factor Large Cap ETF
AFLG
+$6.86M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.03M

Top Sells

1 +$48M
2 +$18.6M
3 +$17M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$9.52M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.87M

Sector Composition

1 Technology 9.98%
2 Communication Services 2.39%
3 Financials 2.02%
4 Healthcare 1.53%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CTRA icon
126
Coterra Energy
CTRA
$17.7B
-7,253
CAH icon
127
Cardinal Health
CAH
$36.6B
-2,276
BRO icon
128
Brown & Brown
BRO
$31.3B
-1,625
AOR icon
129
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.82B
-4,146