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
$194M
AUM Growth
+$8.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.86M
2 +$1.33M
3 +$547K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$319K
5
CCI icon
Crown Castle
CCI
+$294K

Top Sells

1 +$1.14M
2 +$801K
3 +$798K
4
PANW icon
Palo Alto Networks
PANW
+$517K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$399K

Sector Composition

1 Technology 23.63%
2 Industrials 18.68%
3 Healthcare 12.17%
4 Consumer Discretionary 10.32%
5 Financials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,365
127
-4,312