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
201
$30K 0.01%
+113
202
$30K 0.01%
+800
203
$30K 0.01%
+440
204
$30K 0.01%
+349
205
$30K 0.01%
+143
206
$29K 0.01%
+345
207
$29K 0.01%
+1,650
208
$29K 0.01%
+190
209
$29K 0.01%
+514
210
$29K 0.01%
+150
211
$29K 0.01%
+550
212
$28K 0.01%
+700
213
$28K 0.01%
+1,519
214
$28K 0.01%
+251
215
$28K 0.01%
+560
216
$28K 0.01%
+2,432
217
$28K 0.01%
+1,407
218
$28K 0.01%
+478
219
$28K 0.01%
+438
220
$27K 0.01%
+243
221
$27K 0.01%
+1,019
222
$27K 0.01%
+136
223
$27K 0.01%
+330
224
$26K 0.01%
+124
225
$26K 0.01%
+80
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