MF
| |
MANCHESTER FINANCIAL INC13F | |
| MANCHESTER FINANCIAL INC | |
| Last update 2025-05-13 | 122 Stocks (18 new) |
| Value $444.00 Mil | Turnover 14 % |
MANCHESTER FINANCIAL INC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHB | Schwab U.S. Broad Market ETF | 3,499,944 | 75,353.8 | +0.24% | 16.970 | +0.04% | 0.240 | +17.03% | +6.93% | 34,796.7 | ||
BSCR |
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
| 2,471,396 | 48,414.6 | -17.68% | 10.910 | -2.26% | 1.400 | +0.61% | +0.87% | 3,716.8 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 242,565 | 42,019.6 | -27.05% | 9.470 | -3.45% | 0.060 | +12.96% | +6.29% | 74,185.5 | ||
SCHX | Schwab U.S. Large-Cap ETF | 1,230,874 | 27,177.7 | -0.77% | 6.120 | -0.05% | 0.050 | +16.76% | +7.41% | 56,637.9 | ||
EWZ | iShares MSCI Brazil ETF | 719,206 | 18,591.5 | New Holding | 4.190 | +4.19% | 0.490 | +9.20% | +21.32% | 5,081.4 | ||
SCHM | Schwab U.S. Mid-Cap ETF | 634,603 | 16,626.6 | -22.68% | 3.750 | -1.13% | 0.150 | +16.93% | +4.32% | 11,859.9 | ||
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 257,924 | 15,434.2 | -12.61% | 3.480 | -0.49% | 0.230 | +0.08% | +0.23% | 6,346.9 | ||
AAPL | Apple Inc | 61,398 | 13,638.4 | -2.27% | 3.070 | -0.08% | 0.000 | +3.15% | -16.49% | 3,115,912.0 | Hardware | |
NVDA | NVIDIA Corp | 122,742 | 13,302.7 | -1.68% | 3.000 | -0.06% | 0.000 | +48.21% | +22.20% | 4,001,266.5 | Semiconductors | |
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 236,138 | 10,257.8 | +15.05% | 2.310 | +0.30% | 0.180 | +7.61% | +7.08% | 5,589.2 |
MANCHESTER FINANCIAL INC's Historical Top Holdings Breakdowns
MANCHESTER FINANCIAL INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EWZ | iShares MSCI Brazil ETF | 2025-03-31 | New Buy New Buy | +4.19% | 22.45 ($24.91) 26.94 | $27.31 | 9.63% | New holding | 719,206 | 719,206 | |
SYLD | Cambria Shareholder Yield ETF | 2025-03-31 | Reduce Reduce | -3.54% | 62.77 ($67.73) 71.4 | $67.27 | -0.68% | Reduce -82.92% | 48,619 | -236,044 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Reduce Reduce | -3.45% | 169.43 ($177.82) 182.84 | $184.61 | 3.82% | Reduce -27.05% | 242,565 | -89,961 | |
BSCR |
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -2.26% | 19.43 ($19.52) 19.62 | $19.65 | 0.67% | Reduce -17.68% | 2,471,396 | -530,727 | |
XLG | Invesco S&P 500 Top 50 ETF | 2025-03-31 | New Buy New Buy | +2.14% | 45.72 ($49.35) 51.73 | $52.62 | 6.63% | New holding | 206,869 | 206,869 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -1.13% | 25.58 ($27.85) 29.24 | $28.72 | 3.12% | Reduce -22.68% | 634,603 | -186,096 | |
XMMO | Invesco S&P MidCap Momentum ETF | 2025-03-31 | Add Add | +1.03% | 110.9 ($123.2) 132.93 | $130.55 | 5.97% | Add 113.53% | 75,315 | 40,044 | |
AFLG |
First Trust Active Factor Large Cap ETF
First Trust Active Factor Large Cap ETF
| 2025-03-31 | Add Add | +0.89% | 32.87 ($34.87) 36.23 | $36.50 | 4.67% | Add 134.52% | 203,771 | 116,883 | |
IWL | iShares Russell Top 200 ETF | 2025-03-31 | Add Add | +0.88% | 135.83 ($145.12) 151.73 | $154.62 | 6.55% | Add 103.72% | 55,678 | 28,347 | |
FIIG |
First Trust Intermediate Duration Investment Grade Corporate ETF
First Trust Intermediate Duration Investment Grade Corporate ETF
| 2025-03-31 | Add Add | +0.80% | 20.17 ($20.58) 20.85 | $20.81 | 1.12% | Add 57.76% | 467,329 | 171,106 |
MANCHESTER FINANCIAL INC Total Holding History ($B)
MANCHESTER FINANCIAL INC's Asset Allocation
MANCHESTER FINANCIAL INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MANCHESTER FINANCIAL INC's Hypothetical Growth since 2025-03-31
MANCHESTER FINANCIAL INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MANCHESTER FINANCIAL INC's Holdings Heat Map
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MANCHESTER FINANCIAL INC's Holdings Bubble Chart
MANCHESTER FINANCIAL INC News
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