MMM

Mendel Money Management Portfolio holdings

AUM $239M
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$618K
2
+$613K
3
+$578K
4
CCI icon
Crown Castle
CCI
+$480K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$399K

Top Sells

1
+$257K
2
+$250K
3
+$191K
4
CSV icon
Carriage Services
CSV
+$163K
5
DHR icon
Danaher
DHR
+$154K

Sector Composition

1 Technology 22%
2 Industrials 18.18%
3 Healthcare 12.76%
4 Consumer Discretionary 9.95%
5 Materials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$219K 0.19%
+2,616
52
$203K 0.18%
1,475
-40
53
$201K 0.17%
6,705
-6,855
1 2
3