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
151
$46K 0.02%
+1,770
152
$46K 0.02%
+400
153
$45K 0.02%
+543
154
$45K 0.02%
+1,860
155
$45K 0.02%
+500
156
$45K 0.02%
+455
157
$45K 0.02%
+375
158
$44K 0.02%
+1,820
159
$44K 0.02%
+1,950
160
$44K 0.02%
+645
161
$44K 0.02%
+740
162
$44K 0.02%
+1,240
163
$43K 0.02%
+1,950
164
$42K 0.02%
+130
165
$42K 0.02%
+847
166
$41K 0.02%
+292
167
$41K 0.02%
+228
168
$40K 0.02%
+423
169
$40K 0.02%
+1,915
170
$39K 0.02%
+622
171
$39K 0.02%
+660
172
$39K 0.02%
+350
173
$39K 0.02%
+255
174
$38K 0.01%
+405
175
$38K 0.01%
+343
5 6
7
8 9