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
201
$27K 0.02%
1,157
-57
202
$27K 0.02%
1,675
203
$27K 0.02%
545
204
$26K 0.02%
320
205
$26K 0.02%
+402
206
$26K 0.02%
333
207
$26K 0.02%
721
208
$26K 0.02%
556
209
$26K 0.02%
479
-23
210
$26K 0.02%
109
211
$25K 0.02%
165
212
$25K 0.02%
330
213
$24K 0.02%
465
214
$24K 0.02%
375
215
$24K 0.02%
+820
216
$24K 0.02%
+1,000
217
$24K 0.02%
1,800
218
$24K 0.02%
240
219
$24K 0.02%
+315
220
$24K 0.02%
663
221
$23K 0.02%
380
222
$23K 0.02%
1,305
-117
223
$23K 0.02%
249
224
$22K 0.02%
650
225
$22K 0.02%
214
7 8
9
10 11