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
$222M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.22M
3
+$1.17M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$422K
5
HRI icon
Herc Holdings
HRI
+$229K

Top Sells

1
+$2.83M
2
+$2.28M
3
+$1.6M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$1.58M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.43M

Sector Composition

1 Financials 9.68%
2 Technology 3.95%
3 Communication Services 2.82%
4 Consumer Staples 2.53%
5 Healthcare 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$45K 0.02%
+494
152
$44K 0.02%
+500
153
$43K 0.02%
+46
154
$43K 0.02%
+455
155
$43K 0.02%
+144
156
$43K 0.02%
+2,150
157
$43K 0.02%
+1,161
158
$42K 0.02%
+204
159
$42K 0.02%
+740
160
$41K 0.02%
+2,277
161
$41K 0.02%
+660
162
$40K 0.02%
+976
163
$40K 0.02%
+357
164
$40K 0.02%
+1,740
165
$39K 0.02%
+776
166
$39K 0.02%
+228
167
$38K 0.02%
+685
168
$38K 0.02%
+1,240
169
$38K 0.02%
+375
170
$38K 0.02%
+556
171
$37K 0.02%
+704
172
$37K 0.02%
+350
173
$37K 0.02%
+455
174
$36K 0.02%
+292
175
$36K 0.02%
+457
5 6
7
8 9