MMM

Mendel Money Management Portfolio holdings

AUM $226M
1-Year Est. Return 16.68%
This Quarter Est. Return
1 Year Est. Return
+16.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.97M
2 +$1.45M
3 +$840K
4
ACN icon
Accenture
ACN
+$631K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$428K

Top Sells

1 +$883K
2 +$634K
3 +$329K
4
MSFT icon
Microsoft
MSFT
+$303K
5
PFE icon
Pfizer
PFE
+$302K

Sector Composition

1 Technology 21.74%
2 Industrials 19.23%
3 Healthcare 12.8%
4 Consumer Discretionary 9.76%
5 Materials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$211K 0.2%
2,625
-1,048
52
-3,618
53
-4,100