MF

Manchester Financial Portfolio holdings

AUM $521M
1-Year Est. Return 18.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.99%
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
+$4.2M
2
+$4.03M
3
+$3.38M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.43M
5
IBKR icon
Interactive Brokers
IBKR
+$1.86M

Top Sells

1
+$10.5M
2
+$5.01M
3
+$4.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.69M
5
PLTR icon
Palantir
PLTR
+$3.63M

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
$206K 0.04%
+6,950
127
$203K 0.04%
+1,000
128
$198K 0.04%
20,177
+6,916
129
$147K 0.03%
46,674
+450
130
$136K 0.03%
+11,323
131
– –
-1,303
132
– –
-1,050
133
– –
-3,043
134
– –
-722
135
– –
-422
136
– –
-3,212
137
– –
-19,420
138
– –
-7,518
2 3 4 5
6