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
176
$38K 0.01%
+925
177
$37K 0.01%
+2,600
178
$36K 0.01%
+2,600
179
$36K 0.01%
+557
180
$36K 0.01%
+2,455
181
$36K 0.01%
+960
182
$35K 0.01%
+467
183
$35K 0.01%
+255
184
$35K 0.01%
+178
185
$35K 0.01%
+580
186
$35K 0.01%
+935
187
$35K 0.01%
+579
188
$35K 0.01%
+1,478
189
$34K 0.01%
+670
190
$34K 0.01%
+556
191
$34K 0.01%
+569
192
$32K 0.01%
+1,635
193
$32K 0.01%
+408
194
$32K 0.01%
+1,340
195
$31K 0.01%
+482
196
$31K 0.01%
+556
197
$31K 0.01%
+232
198
$31K 0.01%
+128
199
$30K 0.01%
+1,785
200
$30K 0.01%
+1,014
6 7
8
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