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
$255M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.02M
3
+$543K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$329K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$216K

Top Sells

1
+$1.58M
2
+$1.35M
3
+$1.07M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.03M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$918K

Sector Composition

1 Financials 8.7%
2 Technology 4.51%
3 Communication Services 2.6%
4 Consumer Staples 2.28%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$58K 0.02%
+328
127
$57K 0.02%
+249
128
$57K 0.02%
+1,431
129
$56K 0.02%
+1,481
130
$56K 0.02%
+459
131
$56K 0.02%
+520
132
$56K 0.02%
+940
133
$55K 0.02%
+1,014
134
$55K 0.02%
+893
135
$55K 0.02%
+594
136
$54K 0.02%
+157
137
$54K 0.02%
+3,459
138
$53K 0.02%
+328
139
$53K 0.02%
+2,000
140
$53K 0.02%
+5,200
141
$53K 0.02%
+2,597
142
$52K 0.02%
+597
143
$52K 0.02%
+552
144
$49K 0.02%
+685
145
$48K 0.02%
+1,365
146
$47K 0.02%
+390
147
$47K 0.02%
+357
148
$46K 0.02%
+1,875
149
$46K 0.02%
+776
150
$46K 0.02%
+1,097
4 5
6
7 8