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
101
$499K 0.22%
6,292
+705
102
$492K 0.22%
4,655
103
$482K 0.21%
3,048
-130
104
$453K 0.2%
9,961
+491
105
$443K 0.2%
18,257
-400
106
$422K 0.19%
4,301
+75
107
$418K 0.19%
4,693
+70
108
$414K 0.18%
4,192
-336
109
$412K 0.18%
396
-12
110
$403K 0.18%
5,420
111
$398K 0.18%
7,860
112
$390K 0.17%
18,029
-1,080
113
$388K 0.17%
2,254
+58
114
$387K 0.17%
15,460
+2,535
115
$383K 0.17%
767
+50
116
$379K 0.17%
2,645
-300
117
$377K 0.17%
2,782
-50
118
$369K 0.16%
1,536
-134
119
$349K 0.15%
1,279
+167
120
$349K 0.15%
9,390
+100
121
$333K 0.15%
711
122
$329K 0.15%
4,994
+60
123
$324K 0.14%
1,426
+401
124
$322K 0.14%
5,014
-213
125
$308K 0.14%
796
+9
2 3 4
5
6