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
$186M
AUM Growth
-$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$899K
3 +$409K
4
PYPL icon
PayPal
PYPL
+$226K
5
CB icon
Chubb
CB
+$210K

Top Sells

1 +$2.58M
2 +$364K
3 +$251K
4
CLX icon
Clorox
CLX
+$250K
5
AON icon
Aon
AON
+$205K

Sector Composition

1 Technology 24.07%
2 Industrials 17.66%
3 Healthcare 13%
4 Consumer Discretionary 10.01%
5 Financials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,571
127
-6,729