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

Top Buys

1
+$2.98M
2
+$1.41M
3
+$587K
4
UPS icon
United Parcel Service
UPS
+$511K
5
CERT icon
Certara
CERT
+$313K

Top Sells

1
+$2.63M
2
+$1.09M
3
+$600K
4
PANW icon
Palo Alto Networks
PANW
+$426K
5
MSFT icon
Microsoft
MSFT
+$389K

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
PSTL
126
Postal Realty Trust
PSTL
$374M
$292K 0.13%
19,806
+3,361
VLTO icon
127
Veralto
VLTO
$25.7B
$282K 0.12%
2,791
+482
ORCL icon
128
Oracle
ORCL
$789B
$273K 0.12%
+1,247
MDY icon
129
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
$266K 0.12%
470
-27
WMT icon
130
Walmart
WMT
$851B
$262K 0.12%
2,677
-50
SHOP icon
131
Shopify
SHOP
$214B
$254K 0.11%
2,200
+100
GH icon
132
Guardant Health
GH
$8.71B
$253K 0.11%
+4,855
ADI icon
133
Analog Devices
ADI
$121B
$253K 0.11%
+1,061
USFR icon
134
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
$250K 0.11%
4,960
-35
COHR icon
135
Coherent
COHR
$19B
$248K 0.11%
+2,775
NUE icon
136
Nucor
NUE
$31.1B
$239K 0.11%
1,845
+175
CB icon
137
Chubb
CB
$107B
$235K 0.1%
812
-10
AXP icon
138
American Express
AXP
$240B
$233K 0.1%
+731
VRSN icon
139
VeriSign
VRSN
$24.9B
$231K 0.1%
+800
VFC icon
140
VF Corp
VFC
$5.67B
$207K 0.09%
17,580
+965
VTI icon
141
Vanguard Total Stock Market ETF
VTI
$549B
$206K 0.09%
+679
CRAI icon
142
CRA International
CRAI
$1.19B
$201K 0.09%
+1,075
FTV icon
143
Fortive
FTV
$16.7B
– –
-2,775
ILMN icon
144
Illumina
ILMN
$15.3B
– –
-3,668
RELL icon
145
Richardson Electronics
RELL
$164M
– –
-14,700
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