MCM
Mendel Capital Management Portfolio holdings
AUM
$191M
1-Year Est. Return
15.12%
1 Year Est. Return
+15.12%
AUM
$175M
AUM Growth
+$10.2M
(+6.2%)
Holding
101
Top Buys
| 1 | +$798K | |
| 2 | +$732K | |
| 3 | +$643K | |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$182K |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$166K |
Top Sells
| 1 | +$860K | |
| 2 | +$606K | |
| 3 | +$575K | |
| 4 |
UnitedHealth
UNH
|
+$563K |
| 5 |
T. Rowe Price
TROW
|
+$523K |
Sector Composition
| 1 | Technology | 10.68% |
| 2 | Financials | 7.29% |
| 3 | Consumer Staples | 6.26% |
| 4 | Industrials | 4.67% |
| 5 | Healthcare | 3.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Target
TGT
$42.1B
| – | – |
-5,807
|
|