MCM
Mendel Capital Management Portfolio holdings
AUM
$175M
This Quarter Return
-3.65%
1 Year Return
+14.92%
3 Year Return
+63.6%
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
+$122M
(-2.6%)
Cap. Flow
+$1.68M
Cap. Flow
% of AUM
1.38%
Top 10 Holdings %
Top 10 Hldgs %
56.11%
Holding
93
New
1
Increased
46
Reduced
23
Closed
4
Top Buys
Top Sells
| 1 |
Southwest Airlines
LUV
|
$263K |
| 2 |
Nike
NKE
|
$225K |
| 3 |
Fidelity MSCI Utilities Index ETF
FUTY
|
$214K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$209K |
| 5 |
Regions Financial
RF
|
$186K |
Sector Composition
| 1 | Technology | 10.18% |
| 2 | Financials | 5.93% |
| 3 | Consumer Staples | 5.9% |
| 4 | Healthcare | 5.52% |
| 5 | Industrials | 5.28% |
