MF

Manchester Financial Portfolio holdings

AUM $535M
1-Year Est. Return 18.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.65%
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
+$6.72M
2
+$3.06M
3
+$2.4M
4
DOCU
DocuSign
DOCU
+$941K
5
PLTR icon
Palantir
PLTR
+$878K

Top Sells

1
+$3.42M
2
+$2.55M
3
+$2.2M
4
NVDA icon
NVIDIA
NVDA
+$1.75M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$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
176
$33K 0.03%
900
177
$32K 0.02%
404
-32
178
$32K 0.02%
143
179
$32K 0.02%
1,737
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180
$31K 0.02%
721
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181
$31K 0.02%
656
182
$31K 0.02%
2,597
183
$30K 0.02%
178
184
$30K 0.02%
438
185
$30K 0.02%
1,196
+46
186
$30K 0.02%
+1,000
187
$29K 0.02%
206
188
$29K 0.02%
621
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189
$29K 0.02%
255
190
$28K 0.02%
850
191
$28K 0.02%
861
192
$28K 0.02%
350
193
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50
194
$28K 0.02%
349
195
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196
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92
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197
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102
198
$28K 0.02%
250
199
$27K 0.02%
+231
200
$27K 0.02%
2,325
+49
6 7
8
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