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
$168M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.92M
2 +$1M
3 +$837K
4
IBM icon
IBM
IBM
+$387K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$303K

Top Sells

1 +$1.54M
2 +$1.17M
3 +$1.13M
4
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$840K
5
JPM icon
JPMorgan Chase
JPM
+$605K

Sector Composition

1 Technology 20.51%
2 Industrials 16.03%
3 Healthcare 14.04%
4 Consumer Discretionary 9.6%
5 Materials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,713