MMM
Mendel Money Management Portfolio holdings
AUM
$226M
This Quarter Return
+1.43%
1 Year Return
+16.68%
3 Year Return
+55.14%
5 Year Return
+108.37%
10 Year Return
–
AUM
$224M
AUM Growth
+$224M
(-3.2%)
Cap. Flow
-$2.27M
Cap. Flow
% of AUM
-1.02%
Top 10 Holdings %
Top 10 Hldgs %
28.37%
Holding
140
New
6
Increased
43
Reduced
71
Closed
3
Top Buys
| 1 |
Palo Alto Networks
PANW
|
$2.41M |
| 2 |
Arista Networks
ANET
|
$1.17M |
| 3 |
Keysight
KEYS
|
$708K |
| 4 |
Angel Oak Income ETF
CARY
|
$540K |
| 5 |
Certara
CERT
|
$519K |
Top Sells
| 1 |
LKQ Corp
LKQ
|
$1.39M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$836K |
| 3 |
Crown Castle
CCI
|
$451K |
| 4 |
IBM
IBM
|
$438K |
| 5 |
Marvell Technology
MRVL
|
$437K |
Sector Composition
| 1 | Technology | 27.96% |
| 2 | Industrials | 14.08% |
| 3 | Healthcare | 11.24% |
| 4 | Consumer Discretionary | 9.88% |
| 5 | Financials | 8.61% |
