MF
Manchester Financial Portfolio holdings
AUM
$535M
1-Year Est. Return
18.65%
This Fund
S&P 500
1 Year Est. Return
+18.65%
AUM
$500M
AUM Growth
+$21.8M
(+4.6%)
Holding
138
Top Buys
| 1 | +$4.2M | |
| 2 | +$4.03M | |
| 3 | +$3.38M | |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$2.43M |
| 5 |
Interactive Brokers
IBKR
|
+$1.86M |
Top Sells
| 1 | +$10.5M | |
| 2 | +$5.01M | |
| 3 | +$4.46M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$3.69M |
| 5 |
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
Sprott Physical Gold
PHYS
$18.2B
| $206K | 0.04% |
+6,950
|
|
||
127
RH
RH
$2.43B
| $203K | 0.04% |
+1,000
|
|
||
128
AGNC Investment
AGNC
$11.6B
| $198K | 0.04% |
20,177
+6,916
|
|
||
129
Achieve Life Sciences
ACHV
$222M
| $147K | 0.03% |
46,674
+450
|
|
||
130
YieldMax XOM Option Income Strategy ETF
XOMO
$65.8M
| $136K | 0.03% |
+11,323
|
|
||
131
First Trust California Municipal High income ETF
FCAL
$207M
| – | – |
-19,420
|
|
||
132
Gilead Sciences
GILD
$180B
| – | – |
-3,212
|
|
||
133
Intuitive Surgical
ISRG
$171B
| – | – |
-422
|
|
||
134
monday.com
MNDY
$3.83B
| – | – |
-722
|
|
||
135
Morgan Stanley
MS
$246B
| – | – |
-3,043
|
|
||
136
ServiceNow
NOW
$120B
| – | – |
-1,050
|
|
||
137
Procter & Gamble
PG
$352B
| – | – |
-1,303
|
|
||
138
UGI
UGI
$7.78B
| – | – |
-7,518
|
|