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
$132M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$3.1M
3
+$2.78M
4
DOCU icon
DocuSign
DOCU
+$975K
5
PLTR icon
Palantir
PLTR
+$878K

Top Sells

1
+$3.29M
2
+$2.55M
3
+$2.19M
4
NVDA icon
NVIDIA
NVDA
+$2.03M
5
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$1.23M

Sector Composition

1 Technology 15.04%
2 Financials 9.44%
3 Consumer Discretionary 6.5%
4 Communication Services 4.6%
5 Healthcare 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$50K 0.04%
645
127
$50K 0.04%
1,415
+1,300
128
$50K 0.04%
937
+262
129
$50K 0.04%
254
130
$49K 0.04%
+2,200
131
$49K 0.04%
150
132
$49K 0.04%
980
133
$48K 0.04%
3,344
+584
134
$48K 0.04%
1,020
-432
135
$48K 0.04%
3,459
136
$47K 0.04%
148
-23
137
$47K 0.04%
788
+4
138
$46K 0.03%
3,273
+868
139
$46K 0.03%
454
140
$45K 0.03%
1,046
141
$45K 0.03%
226
-39
142
$45K 0.03%
672
143
$45K 0.03%
400
144
$44K 0.03%
297
145
$43K 0.03%
500
146
$43K 0.03%
494
147
$43K 0.03%
1,008
148
$43K 0.03%
549
+70
149
$43K 0.03%
500
150
$41K 0.03%
2,704
-129
4 5
6
7 8