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
151
$41K 0.03%
2,615
+1,400
152
$41K 0.03%
716
153
$41K 0.03%
133
154
$41K 0.03%
1,530
155
$40K 0.03%
674
+664
156
$40K 0.03%
1,650
157
$40K 0.03%
+397
158
$39K 0.03%
500
159
$39K 0.03%
1,556
160
$39K 0.03%
+676
161
$39K 0.03%
380
162
$38K 0.03%
1,160
-205
163
$38K 0.03%
3,500
164
$37K 0.03%
455
165
$37K 0.03%
197
+70
166
$36K 0.03%
+550
167
$36K 0.03%
264
168
$36K 0.03%
651
169
$35K 0.03%
2,881
170
$35K 0.03%
237
171
$35K 0.03%
150
172
$35K 0.03%
1,597
+137
173
$34K 0.03%
925
174
$34K 0.03%
1,240
175
$34K 0.03%
434
5 6
7
8 9