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
$228M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$6.5M
3 +$1.65M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.26M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.05M

Top Sells

1 +$4.18M
2 +$3.72M
3 +$493K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$377K
5
ASTH icon
Astrana Health
ASTH
+$335K

Sector Composition

1 Financials 8.84%
2 Technology 3.66%
3 Communication Services 2.41%
4 Consumer Staples 2.38%
5 Healthcare 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-5
177
-605
178
-597
179
-8
180
-5
181
-27
182
-1,076
183
-21
184
-20
185
-241
186
-30
187
-40
188
-13
189
-55
190
-8
191
-1,402
192
-2
193
-400
194
-1,161
195
-408
196
-292
197
-211
198
-7
199
-200
200
-438