MCM
Mendel Capital Management Portfolio holdings
AUM
$175M
1-Year Return
14.92%
This Quarter Return
+7.75%
1 Year Return
+14.92%
3 Year Return
+63.6%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
+$14.8M
(+15%)
Cap. Flow
+$9.08M
Cap. Flow
% of AUM
8.2%
Top 10 Holdings %
Top 10 Hldgs %
59.82%
Holding
89
New
23
Increased
42
Reduced
11
Closed
3
Top Buys
Top Sells
| 1 |
Intel
INTC
|
$768K |
| 2 |
VF Corp
VFC
|
$398K |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$227K |
| 4 |
Bank OZK
OZK
|
$225K |
| 5 |
iShares US Technology ETF
IYW
|
$111K |
Sector Composition
| 1 | Technology | 10.69% |
| 2 | Consumer Staples | 7% |
| 3 | Financials | 6.17% |
| 4 | Industrials | 5.86% |
| 5 | Healthcare | 5.85% |
