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
$226M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.48M
3
+$719K
4
UPS icon
United Parcel Service
UPS
+$498K
5
CERT icon
Certara
CERT
+$316K

Top Sells

1
+$2.66M
2
+$1.06M
3
+$525K
4
PANW icon
Palo Alto Networks
PANW
+$387K
5
MSFT icon
Microsoft
MSFT
+$340K

Sector Composition

1 Technology 30.06%
2 Industrials 16.88%
3 Healthcare 10.78%
4 Consumer Discretionary 9.15%
5 Financials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.56%
2,269
-40
52
$1.27M 0.56%
13,504
+75
53
$1.23M 0.55%
5,351
-474
54
$1.21M 0.54%
1,223
-33
55
$1.17M 0.52%
4,184
-229
56
$1.16M 0.52%
19,367
+83
57
$1.16M 0.51%
40,330
-1,335
58
$1.15M 0.51%
2,114
+2
59
$1.13M 0.5%
11,243
+5,065
60
$1.13M 0.5%
10,187
-43
61
$1.1M 0.49%
3,008
-18
62
$1.09M 0.48%
15,657
-700
63
$1.05M 0.47%
4,510
-251
64
$964K 0.43%
5,173
+75
65
$926K 0.41%
10,089
-100
66
$914K 0.4%
2,752
-15
67
$912K 0.4%
7,354
-2,932
68
$862K 0.38%
3,435
+50
69
$860K 0.38%
2,948
+8
70
$847K 0.38%
4,496
+16
71
$807K 0.36%
1,742
-5,688
72
$792K 0.35%
9,534
-110
73
$784K 0.35%
11,367
+250
74
$758K 0.34%
3,065
75
$734K 0.32%
2,742
-20
1 2
3
4 5