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
$500M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1 +$4.36M
2 +$3.98M
3 +$3.53M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.52M
5
IBKR icon
Interactive Brokers
IBKR
+$2.04M

Top Sells

1 +$10.7M
2 +$5.1M
3 +$4.28M
4
PLTR icon
Palantir
PLTR
+$4.08M
5
SCHX icon
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
PHYS icon
126
Sprott Physical Gold
PHYS
$15.5B
$206K 0.04%
+6,950
RH icon
127
RH
RH
$2.95B
$203K 0.04%
+1,000
AGNC icon
128
AGNC Investment
AGNC
$11.3B
$198K 0.04%
20,177
+6,916
ACHV icon
129
Achieve Life Sciences
ACHV
$259M
$147K 0.03%
46,674
+450
XOMO icon
130
YieldMax XOM Option Income Strategy ETF
XOMO
$42.2M
$136K 0.03%
+11,323
FCAL icon
131
First Trust California Municipal High income ETF
FCAL
$193M
-19,420
GILD icon
132
Gilead Sciences
GILD
$156B
-3,212
ISRG icon
133
Intuitive Surgical
ISRG
$203B
-422
MNDY icon
134
monday.com
MNDY
$7.42B
-722
MS icon
135
Morgan Stanley
MS
$270B
-3,043
NOW icon
136
ServiceNow
NOW
$169B
-210
PG icon
137
Procter & Gamble
PG
$346B
-1,303
UGI icon
138
UGI
UGI
$8.48B
-7,518